An active solution for sustainable ETF investing
Environmental, social and governance (ESG) factors are now at the forefront of many investors’ investment decisions and ETFs have been a popular avenue for accessing ESG opportunities. In 2023 alone, there was a net flow of $38bn into ESG UCITS ETFs*.
While passive index ETFs provide cost-effective solutions for building broad equity exposure, active management is often the better route for strategies with an ESG focus. Our range of active sustainable ETFs builds on our established Research Enhanced Index (REI) process, developed over 30 years ago, to provide a solution for today’s ESG investment needs.
JPM Research Enhanced Index Equity SRI Paris Aligned ETFs
Time-tested investment process, with a sustainable investment universe
Our REI ETFs make up one of the largest active UCITS ETF ranges. We have now brought this popular process to a new sustainable investment universe. While our traditional REI range uses an ESG framework to take active positions against traditional benchmarks, such as the MSCI World or S&P 500, our new REI SRI ETFs have bespoke sustainable benchmarks.
Exclusions
A range of industries are either fully or partially excluded from the investable universe. These are stocks from sectors such as:
- Gambling
- Tobacco
- Fossil fuels
- Weapons
- Adult entertainment
- Alcohol or genetically modified organisms
Paris-Aligned
To fulfil the EU’s Paris-aligned benchmark criteria, the overall benchmark universe must reduce greenhouse gas intensity by 50% compared to the parent universe and additionally must decarbonise by at least 7% year on year.
Active ETF solutions for today’s markets
Best ESG Equity ETF Issuer ($1bn - $10bn) at ETF Express European Awards 2024
Best ESG ETF Provider at ESG Investing Awards 2024
Related funds
*Source: Bloomberg, J.P. Morgan Asset Management as of December 2023.
For information on our fund range, or to speak to a member of our sales team: