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The Ossiam Shiller Barclays CAPE® US Sector Value strategy with an ESG Overlay

How the ESG component became a new criteria for an existing Strategy

Improving the ESG Profile of the Ossiam Shiller Barclays CAPE® US Sector Value Strategy

Find out:
  • How the ESG Strategy complements the Shiller Strategy
  • Two objectives for the ESG overlay
  • Preserving a risk return profile
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of March 2021, and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

OSSIAM - An affiliate of Natixis Investment Managers. French Société Anonyme, is under the management of a Board of Directors and a Supervisory Board with a share capital of 261 240 € - RCS Paris: 512 855 958. 6 place de la Madeleine, 75008 Paris, France. www.ossiam.com

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Fund  

Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF

  • USD 607.46 million Fund AUM (as of 31/08/2021)
  • US Large-Cap Blend Equity Morningstar Category