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Social and responsible investing is a topic gaining in popularity and awareness. The US ESG Stars is a program and approach designed as part of our Quant-as-a-Service offering for institutions that want to invest responsibly in the US but do not want to actively decide what companies are compliant. Our proprietary and learning based algorithms, select eligible single stock equities after exclusions of companies with extreme event controversies, or business lines involved in controversial weapons, UNGC violation, civilian firearms, thermal coal extraction, and/or tobacco. Dat a is sourced from multiple vendors, including news/articles sentiment, which means that the portfolio is always on top of current developments - no matter what the standard. ESG investing without the hassle.

the solution for the next generation.

USESG 

performance

Program performance

All performance is based on out-of-sample tracking of the program and even though the algorithms are running live in other solutions, these results are pro-forma and intended for visual purposes only. Contact us for more information.

OCTOBER

-4.35%

YEAR TO DATE

+14.78%

CAGR

17.6%

AnnVol

21.0%

Sharpe

0.815

Correlation

0.975

Beta

0.949

InfoRatio

1.945

vs the S&P500 index.

 the S&P500 index

US ESG Stars

constituents
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Current holdings

These are the 100 stocks currently included in the portfolio as of last rebalance.

Click on the portfolio constituents to view ESG-sentiment over time.

#
COMPANY
WEIGHT
ESG RATING
SENTIMENT
allocations

Sector allocations

MSCI ESG ranking

USESG Stars

S&P500 index.

historical

Historical factor allocations

Historical sector allocations

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