ESG ETF & ETN

CTBC 15+ Year Developed Markets US Corporate Best-in-Class ESG Bond ETF tracks the performance of ICE 15+ Year Ultra Large Cap Developed Markets US Corporate Best-in-Class ESG Index. ESG data is sourced from Sustainalytics. To reduce the ESG risk, the index will only include constituents with ESG risk Score lower than Medium risk.

The FTSE Taiwan Target Exposure ESG Index is designed to deliver defined levels of fixed percentage improvement on ESG ratings and trailing dividend yields. The index also provides balanced exposure to five recognized factors that contribute to equity market performance – Quality, Value, Momentum, Low Volatility and Size.

KGI 15+ Year US BBB ESG Sustainable Corporate Bond ETF closely track the performance of Bloomberg Barclays MSCI US Corporate BBB Senior SRI Sustainable BB+ 15+ ex China 15% Sector Capped Index (before fees and expenses), and deploys bonds issued by companies that fulfill their social responsibilities.

CTBC TIP Customized TPEx ESG 30 ETF tracks the performance of TIP Customized TPEx ESG 30 Index. TPEx-listed stocks with the exclusion of high energy consuming and polluting industries that meet the liquidity and financial criteria are further ESG-screened based on the “Taiwan Sustainability Ratings”. TIP TPEx ESG 30 Index represents the investment performance of stocks that are both investable and well ESG-performed.

Capital ICE ESG 20+ Year BBB US Corporate ETF adopts an index strategy to pursue the performance of "ICE ESG 20 years and above BBB mature market large US corporate bonds (investment upper limit 10%) index". After excluding necessary expenses, ETF tracks underlying index performance, and control tracking error as investment management target. Index use Sustainalytics ESG data, focus on the impact of company significant risk, and exclude tobacco, gambling, erotic, controversial weapon , to build up ESG investment portfolio.

CT ESG Enhanced Yield IG BOND tracks the performance of ICE Enhanced Yield 15+ Year Investment Grade Senior US Developed Markets Corporate ESG Screened Index. ESG data is sourced from Sustainalytics. To reduce the ESG risk, the index will only include constituents with ESG risk Score lower than Medium risk.

The SinoPac 15+ Year Investment Grade US Banking ESG ETF tracks the performance of the ICE 15+ Year Investment Grade US Banking ESG Index. The ESG measurement standard is based on the ESG risk ratings provided by Sustainalytics. During the screening process for the index constituents, companies with an ESG risk score of less than 30 points, as assessed by Sustainalytics, are selected. Companies without an ESG risk score from Sustainalytics are excluded from the index.

UPAMC ESG 15Yr Plus USD BBB Bond ETF tracks the performance of Bloomberg MSCI Global Agg DM Corp USD BBB Sr 15Yr+ Custom Sustainability Momentum Tilted Capped Index. ESG data is sourced from Bloomberg. The fund mainly invests in index component bonds with ESG-related concepts. During the index compilation process, in addition to using MSCI ESG data for negative deletion and positive selection, it also adds or subtracts weights based on changes in the issuer's ESG rating.