Ossiam Introduces ESG-focused Shiller Barclays CAPE Global Sector ETF

Ossiam has listed the Ossiam ESG Shiller Barclays CAPE Global Sector UCITS ETF on Xetra, with additional listings on European stock exchanges expected soon. The actively managed ETF aims to deliver a risk/return profile similar to the Shiller Barclays CAPE Global Sector Net TR Index while integrating environmental, social, and governance (ESG) characteristics. The ETF utilizes the Relative CAPE Indicator, a valuation driver in a sector rotational strategy, to identify undervalued sectors. It also incorporates an ESG filter that excludes companies violating UN Global Compact principles, involved in controversial weapons, tobacco, or coal industries, and selects companies with superior ESG ratings compared to their industry peers. The ETF has an expense ratio of 0.75% and is classified as an Article 8 product under the Sustainable Finance Disclosure Regulation (SFDR). Ossiam’s range of ETFs linked to Shiller Barclays CAPE Sector Indices has over $4.6 billion in assets.