{"id":415108,"date":"2022-02-23T00:25:02","date_gmt":"2022-02-23T08:25:02","guid":{"rendered":"https:\/\/nai500.com\/?p=415108"},"modified":"2022-02-23T00:25:02","modified_gmt":"2022-02-23T08:25:02","slug":"%e8%be%83%e9%ab%98%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9%e8%af%84%e7%ba%a7-6-%e5%8f%aa%e8%a1%a8%e7%8e%b0%e5%87%ba%e8%89%b2%e7%9a%84-esg-etf","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/02\/%e8%be%83%e9%ab%98%e6%91%a9%e6%a0%b9%e5%a3%ab%e4%b8%b9%e5%88%a9%e8%af%84%e7%ba%a7-6-%e5%8f%aa%e8%a1%a8%e7%8e%b0%e5%87%ba%e8%89%b2%e7%9a%84-esg-etf\/","title":{"rendered":"\u8f83\u9ad8\u6469\u6839\u58eb\u4e39\u5229\u8bc4\u7ea7\uff1a6\u53ea\u8868\u73b0\u51fa\u8272\u7684ESG ETF"},"content":{"rendered":"

\u73af\u5883\u3001\u793e\u4f1a\u548c\u6cbb\u7406\uff08ESG\uff09\u6295\u8d44\u6b63\u5728\u5174\u8d77\u3002\u6839\u636e\u6668\u661f\u516c\u53f8\u7684\u6570\u636e\uff0c\u7b5b\u9009ESG\u6307\u6807\u7684\u53ef\u6301\u7eed\u5171\u540c\u57fa\u91d1\u548c\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\u57282021\u5e74\u5e26\u6765\u4e86692\u4ebf\u7f8e\u5143\u7684\u51c0\u6d41\u5165\uff0c\u6bd42020\u5e74\u521b\u7eaa\u5f55\u7684\u4e00\u5e74\u589e\u52a0\u4e8635%\u3002\u57fa\u91d1\u6570\u91cf\u4e5f\u589e\u52a0\u5230534\u4e2a\uff0c\u589e\u957f36%\u3002\u968f\u7740ESG\u6295\u8d44\u7684\u7206\u70b8\u6027\u589e\u957f\uff0c\u5404\u7ec4\u7ec7\u548c\u653f\u5e9c\u5df2\u7ecf\u91c7\u53d6\u63aa\u65bd\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u66f4\u591a\u7684\u900f\u660e\u5ea6\u3002\u4e86\u89e3\u4ec0\u4e48\u662fESG\u548c\u4ec0\u4e48\u4e0d\u662f\u5f88\u91cd\u8981\u3002ESG\u662f\u5bf9\u4e00\u4e2a\u516c\u53f8\u6216\u57fa\u91d1\u5728\u8fd9\u4e09\u4e2a\u98ce\u9669\u6307\u6807\u4e0a\u7684\u8861\u91cf\u3002\u73af\u5883(ESG\u4e2d\u7684 “E”)\u53ef\u4ee5\u901a\u8fc7\u78b3\u5f3a\u5ea6\u6765\u8861\u91cf\u3002\u793e\u4f1a(S)\u53ef\u4ee5\u901a\u8fc7\u5ba2\u6237\u5173\u7cfb\u6216\u4e89\u8bae\u6765\u8861\u91cf\u3002\u6cbb\u7406(G)\u901a\u5e38\u8861\u91cf\u8463\u4e8b\u4f1a\u7684\u9886\u5bfc\u529b\u3001\u591a\u6837\u6027\u548c\u5185\u90e8\u63a7\u5236\u3002\u8d8a\u6765\u8d8a\u591a\u7684\u8bc4\u7ea7\u673a\u6784\u6b63\u5728\u6539\u5584\u4ed6\u4eec\u5bf9ESG\u6307\u6807\u7684\u5206\u6790\uff0c\u5176\u4e2d\u63d0\u5230\u6700\u591a\u7684\u662f\u6469\u6839\u58eb\u4e39\u5229 (MSCI)\u3002\u6469\u6839\u58eb\u4e39\u5229\u7684\u8bc4\u7ea7\u8303\u56f4\u4eceCCC\u5230AAA(\u4ece\u843d\u540e\u8005\u5230\u9886\u5148\u8005)\u3002\u4ee5\u4e0b\u662f\u516d\u53ea\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1ESG ETF \uff0c\u5176\u8bc4\u7ea7\u4e3aAA\u6216\u66f4\u9ad8\uff0c\u5e76\u4e14\u8ffd\u8e2a12\u4e2a\u6708\u7684\u56de\u62a5\u7387\u8d85\u8fc78%\u3002<\/p>\n

iShares ESG MSCI USA Leaders ETF (SUSL)\uff08ESG MSCI\u7f8e\u56fd\u9886\u5bfc\u8005ETF-iShares(SUSL)\uff09<\/h2>\n

iShares\u4ee5\u5176ESG\u57fa\u91d1\u7684\u79cd\u7c7b\u548c\u5b9e\u529b\u800c\u95fb\u540d\uff0c\u8be5\u57fa\u91d1\u8ffd\u8e2aMSCI\u7f8e\u56fd\u6269\u5c55ESG\u9886\u5bfc\u8005\u6307\u6570\u7684\u5927\u4e2d\u578b\u80a1\u7968\uff0c\u8be5\u6307\u6570\u5254\u9664\u4e86\u6d89\u53ca\u70df\u8349\u3001\u9152\u7cbe\u3001\u8d4c\u535a\u548c\u6838\u80fd\u7684\u4e3b\u8981\u4f01\u4e1a\u4ee5\u53ca\u67aa\u652f\u7684\u751f\u4ea7\u5546\u548c\u4e3b\u8981\u96f6\u552e\u5546\u3002\u5176\u6301\u6709\u7684\u80a1\u7968\u4e2d\u7ea6\u670948%\u83b7\u5f97\u4e86AAA\u6216AA\u7684\u8bc4\u7ea7\uff0c0%\u83b7\u5f97\u4e86B\u6216\u66f4\u4f4e\u7684\u8bc4\u7ea7\u3002\u5176\u6301\u80a1\u524d\u4e09\u540d\u662f\u5fae\u8f6f\u516c\u53f8\uff08MSFT<\/a>\uff09\u3001Alphabet Inc.\uff08GOOGL<\/a>\uff09\u548c\u7279\u65af\u62c9\u516c\u53f8\uff08TSLA<\/a>\uff09\u7684A\u7c7b\u80a1\u7968\u3002<\/p>\n

\u8fc7\u53bb 12 \u4e2a\u6708\u6216 TTM \u8868\u73b0\uff1a<\/strong>+12.1%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AA\u7ea7<\/p>\n

American Century Sustainable Equity ETF (ESGA)\uff08\u53ef\u6301\u7eed\u53d1\u5c55\u80a1\u7968ETF-AmericanCentury(ESGA)\uff09<\/h2>\n

\u8fd9\u53ea\u79ef\u6781\u7ba1\u7406\u7684\u57fa\u91d1\u81f3\u5c11\u670980%\u7684\u8d44\u4ea7\u6295\u8d44\u4e8e\u53ef\u6301\u7eed\u80a1\u6743\u8bc1\u5238\uff0c\u91cd\u70b9\u662f\u5927\u76d8\u80a1\u516c\u53f8\u3002\u8fd9\u53eaETF\u6709\u4e00\u4e2a\u79d8\u5bc6\uff1a\u5b83\u4f7f\u7528\u4e00\u4e2a\u4e13\u6709\u6a21\u578b\uff0c\u5c06\u4ef7\u503c\u3001\u672a\u6765\u589e\u957f\u548cESG\u6307\u6807\u7ed3\u5408\u8d77\u6765\uff0c\u5e76\u4e14\u4e0d\u62ab\u9732\u67d0\u4e9b\u4fe1\u606f\u4ee5\u9632\u6b62\u5176\u4ed6\u4ea4\u6613\u8005\u590d\u5236\u5176\u7b56\u7565\u3002\u5b83\u7684\u524d\u4e09\u5927\u6301\u80a1\u662f\u5fae\u8f6f\u3001\u8c37\u6b4cA\u7c7b\u80a1\u548c\u82f9\u679c\u516c\u53f8\u3002(AAPL)\uff0c\u800c\u4e14\u5b83\u901a\u5e38\u4f1a\u907f\u514d\u4e89\u8bae\u3002\u5176\u6301\u6709\u7684\u80a1\u7968\u4e2d\u7ea6\u670944%\u83b7\u5f97MSCI ESG\u8bc4\u7ea7\u4e3aAA\u53ca\u4ee5\u4e0a\uff0c1%\u88ab\u8bc4\u4e3aB\u6216\u4ee5\u4e0b\u3002<\/p>\n

TTM\u8868\u73b0\uff1a<\/strong>+11.2%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AA\u7ea7<\/p>\n

iShares MSCI KLD 400 Social ETF (DSI) \uff08MSCI KLD400\u793e\u4f1a\u8d23\u4efbETF-iShares(DSI)\uff09<\/h2>\n

\u8fd9\u53eaETF\u662fiShares\u7684\u53e6\u4e00\u4e2a\u4ea7\u54c1\uff0c\u8ffd\u8e2aMSCI KLD 400\u793e\u4f1a\u8d23\u4efb\u6307\u6570\uff0c\u5e76\u5254\u9664\u4e86\u6d89\u53ca\u6210\u4eba\u5a31\u4e50\u3001\u9152\u7cbe\u3001\u6c11\u7528\u548c\u519b\u7528\u6b66\u5668\u3001\u5316\u77f3\u71c3\u6599\u3001\u8d4c\u535a\u3001\u6838\u7535\u3001\u52a8\u529b\u7164\u548c\u70df\u8349\u7684\u516c\u53f8\u3002\u7279\u522b\u503c\u5f97\u4e00\u63d0\u7684\u662f\uff0c\u5b83\u8fd8\u5254\u9664\u4e86\u6d89\u53ca\u8f6c\u57fa\u56e0\u751f\u7269\u7684\u516c\u53f8\u3002\u6839\u636e\u6469\u6839\u58eb\u4e39\u5229\u8d44\u672c\u56fd\u9645(MSCI)\u7684\u6570\u636e\uff0c\u5b83\u7684\u524d\u4e09\u540d\u6301\u80a1\u662f\u4f60\u5e38\u89c1\u7684\u5927\u76d8\u80a1–\u5fae\u8f6f\u3001\u8c37\u6b4c\u548c\u7279\u65af\u62c9\uff0c\u800c\u4e14\u5b83\u6ca1\u6709\u63a5\u89e6\u5230\u6709\u4e89\u8bae\u7684\u516c\u53f8\u3002\u8be5\u57fa\u91d1\u5728\u7f8e\u56fd\u540c\u884c\u4e2d\u6392\u540d\u7b2c92\u4f4d\uff0c\u517647%\u7684\u6301\u80a1\u88ab\u8bc4\u4e3aAA\u7ea7\u6216\u4ee5\u4e0a\uff0c0%\u88ab\u8bc4\u4e3aB\u7ea7\u6216\u4ee5\u4e0b\u3002<\/p>\n

TTM\u8868\u73b0\uff1a<\/strong>11.3%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AA\u7ea7<\/p>\n

SPDR S&P 500 ESG ETF (EFIV)\uff08\u6807\u666e500ESG ETF-SPDR(EFIV)\uff09<\/h2>\n

\u8be5ESG ETF\u8ffd\u8e2a\u7684\u662f\u6309ESG\u6807\u51c6\u7b5b\u9009\u7684\u6807\u666e500\u80a1\u7968\u7684\u5e02\u573a\u52a0\u6743\u6307\u6570\uff0c\u540c\u65f6\u4fdd\u6301\u4e0e\u8ffd\u8e2a\u6307\u6570\u7c7b\u4f3c\u7684\u884c\u4e1a\u6743\u91cd\u3002\u5176\u524d\u4e09\u540d\u6301\u80a1\u662f\u82f9\u679c\u3001\u5fae\u8f6f\u548cAlphabet\u3002\u8fd1\u4e09\u5206\u4e4b\u4e00\u7684\u6301\u80a1\u8bc4\u7ea7\u4e3aAA\u6216\u66f4\u597d\uff0c2%\u7684\u8bc4\u7ea7\u4e3aB\u6216\u66f4\u4f4e\u3002<\/p>\n

TTM\u8868\u73b0\uff1a<\/strong>+15.2%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AA\u7ea7<\/p>\n

Nuveen ESG Large-Cap Value ETF (NULV) \uff08ESG\u5927\u578b\u80a1\u4ef7\u503cETF-Nuveen(NULV)\uff09<\/h2>\n

\u4f5c\u4e3a\u672c\u699c\u9996\u53eaAAA\u8bc4\u7ea7\u7684\u57fa\u91d1\uff0c\u8be5ETF\u62e5\u6709\u6bcf\u767e\u4e07\u9500\u552e\u989d69.2\u5428\u7684\u4f4e\u78b3\u5f3a\u5ea6\uff0c\u5b83\u7684\u524d\u4e09\u5927\u6301\u80a1\u516c\u53f8\u662f\u6469\u6839\u5927\u901a(JPM)\u3001\u5b9d\u6d01\u548cHome Depot Inc. (HD)\u3002NULV\u5728\u7f8e\u56fd\u540c\u884c\u4e2d\u7684MSCI\u8bc4\u7ea7\u6392\u540d\u7b2c94\u4f4d\uff0c\u5728\u5176\u6301\u6709\u7684\u80a1\u7968\u4e2d\uff0c52%\u88ab\u8bc4\u4e3aAA\u7ea7\u6216\u4ee5\u4e0a\uff0c1%\u4e3aB\u7ea7\u6216\u4ee5\u4e0b\u3002\u6839\u636eMSCI\u7684\u6570\u636e\uff0c\u8be5\u57fa\u91d1\u6ca1\u6709\u56e0\u4e3a\u6301\u6709\u6709\u4e89\u8bae\u7684\u516c\u53f8\u800c\u88ab\u7f62\u514d\u3002\u5b83\u7684\u8463\u4e8b\u4f1a\u72ec\u7acb\u6027\u548c\u591a\u6837\u6027\u5728\u8fd9\u4e2a\u540d\u5355\u4e2d\u5904\u4e8e\u5e73\u5747\u6c34\u5e73\u3002<\/p>\n

TTM\u8868\u73b0\uff1a<\/strong>+8.5%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AAA\u7ea7<\/p>\n

iShares MSCI USA ESG Select ETF (SUSA) \uff08MSCI\u7f8e\u56fdESG\u7cbe\u9009ETF-iShares(SUSA)\uff09<\/h2>\n

\u8fd9\u662f\u53e6\u4e00\u53eaAAA\u8bc4\u7ea7\u7684\u57fa\u91d1\uff0ciShares MSCI USA ESG Select ETF\u5728\u7f8e\u56fd\u540c\u884c\u4e2d\u6392\u540d\u7b2c98\u4f4d\uff0c\u8be5\u57fa\u91d171%\u7684\u6301\u80a1\u88ab\u8bc4\u4e3aAA\u6216\u66f4\u597d\uff0c1%\u88ab\u8bc4\u4e3aB\u6216\u66f4\u4f4e\u3002\u5b83\u6bd4\u5e73\u5747\u6c34\u5e73\u7b5b\u9009\u51fa\u66f4\u591a\u6709\u4e89\u8bae\u7684\u4f01\u4e1a\uff0c\u5305\u62ec\u706b\u529b\u7164\u7535\u3001\u5e38\u89c4\u6b66\u5668\u548c\u6c11\u7528\u67aa\u652f\u3002\u867d\u7136\u5b83\u7684\u9996\u8981\u6301\u80a1\u662f\u82f9\u679c\u3001\u5fae\u8f6f\u548c\u8c37\u6b4c\uff0c\u4f46\u5176\u5728AAA\u7ea7\u5de5\u4e1a\u5b89\u5168\u5236\u9020\u55463M\u516c\u53f8\uff08MMM\uff09\u76841.37%\u7684\u6743\u91cd\u63d0\u9ad8\u4e86\u5176ESG\u8bc4\u7ea7\u3002<\/p>\n

TTM\u8868\u73b0\uff1a<\/strong>9%<\/p>\n

MSCI\u8bc4\u7ea7\uff1a<\/strong>AAA\u7ea7<\/p>\n","protected":false},"excerpt":{"rendered":"

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