What We Offer

Superior investment performance and excellent client service, we work with Institutional clients of any size.

While our success is inextricably linked to the success of our clients, our objective is to strive to help clients meet their goals. We do so in creating innovative solutions which add value to our clients’ capital and help them meet their long-term objectives.

In addition to our available strategies which can be delivered in any currency, to any time zone around the world and using any preferred calculation methodology, we can also develop and support custom indices. Further information about our portfolio construction methodology can be found here.

Since the launch of the Dow Jones Sustainability Index in February 1999, we have continued to accumulate experience in ESG incorporation strategies such as Best-in-class, exclusionary, ESG integration, impact investing or sustainability theme investing.

Added-Value Services

  • Provide hedging strategies
  • Track impact of your investments
  • Active ownership services

Please contact us to further discuss.

ETFx HealthTech Performance vs S&P 500

Select Financial & ESG Metrics

(as of 6/30/17)

  ETFx HealthTechS&P 500Difference
S&P 500 YTD Return25.31%8.24%17.07%
MSCI ACWI YTD Return25.31%10.67%14.64%
EQUITYPrice / Trailing Earnings38.7421.4017.34
Price / Book4.803.011.79
Price / Sales3.872.091.78
Price / Cash Flow23.7213.1310.59
TRUVALUE LABSOverall TruValue Score67.0464.342.70
Anti-Competitive Behaviour46415.00
Business Model66651.00
Corporate Governance6567-2.00
Data Security & Privacy5455-1.00
Environment Atmosphere4956-7.00
Environment Land5055-5.00
Environment Water4853-5.00
Human Capital56551.00
Marketing Practices53503.00
Political Influence51501.00
Product Integrity & Innovation68671.00
Social Impact69672.00
Supply Chain65614.00
Sust. Energy Use & Production5062-12.00
MSCICarbon Intensity19.63208.28-188.65
Sustainable Impact Exposure7.66%6.34%1.32%
SRI Screening Criteria Exposure0.00%11.92%-11.92%
Morningstar Sustainability Score45.6845.260.42

Added-Value Services

  • Provide hedging strategies
  • Track impact of your investments
  • Active ownership services

Please contact us to further discuss.

ETFx HealthTech Performance vs S&P 500

Select Financial & ESG Metrics

(as of 6/30/17)

S&P 500 YTD Return

  • ETFx HealthTech: 25.31%
  • S&p 500: 8.24%
  • Difference: 17.07%

MSCI ACWI YTD Return

  • ETFx HealthTech: 25.31%
  • S&p 500: 10.67%
  • Difference: 14.64%

EQUITY

Price / Trailing Earnings

  • ETFx HealthTech: 38.74
  • S&p 500: 21.40
  • Difference: 17.34

Price / Book

  • ETFx HealthTech: 4.80
  • S&p 500: 3.01
  • Difference: 1.79

Price / Sales

  • ETFx HealthTech: 3.87
  • S&p 500: 2.09
  • Difference: 1.78

Price / Cash Flow

  • ETFx HealthTech: 23.72
  • S&p 500: 13.13
  • Difference: 10.59

TRUVALUE LABS

Overall TruValue Score

  • ETFx HealthTech: 67.04
  • S&p 500: 64.34
  • Difference: 2.70

Anti-Competitive Behaviour

  • ETFx HealthTech: 46
  • S&p 500: 41
  • Difference: 5.00

Business Model

  • ETFx HealthTech: 66
  • S&p 500: 65
  • Difference: 1.00

Corporate Governance

  • ETFx HealthTech: 65
  • S&p 500: 67
  • Difference: -2.00

Data Security & Privacy

  • ETFx HealthTech: 54
  • S&p 500: 55
  • Difference: -1.00

Environment Atmosphere

  • ETFx HealthTech: 49
  • S&p 500: 56
  • Difference: -7.00

Environment Land

  • ETFx HealthTech: 50
  • S&p 500: 55
  • Difference: -5.00

Environment Water

  • ETFx HealthTech: 48
  • S&p 500: 53
  • Difference: -5.00

Human Capital

  • ETFx HealthTech: 56
  • S&p 500: 55
  • Difference: 1.00

Marketing Practices

  • ETFx HealthTech: 53
  • S&p 500: 50
  • Difference: 3.00

Political Influence

  • ETFx HealthTech: 51
  • S&p 500: 50
  • Difference: 1.00

Product Integrity & Innovation

  • ETFx HealthTech: 68
  • S&p 500: 67
  • Difference: 1.00

Social Impact

  • ETFx HealthTech: 69
  • S&p 500: 67
  • Difference: 2.00

Supply Chain

  • ETFx HealthTech: 65
  • S&p 500: 61
  • Difference: 4.00

Sust. Energy Use & Production

  • ETFx HealthTech: 50
  • S&p 500: 62
  • Difference: -12.00

MSCI

Carbon Intensity

  • ETFx HealthTech: 19.63
  • S&p 500: 208.28
  • Difference: -188.65

Sustainable Impact Exposure

  • ETFx HealthTech: 7.66%
  • S&p 500: 6.34%
  • Difference: 1.32%

SRI Screening Criteria Exposure

  • ETFx HealthTech: 0.00%
  • S&p 500: 11.92%
  • Difference: -11.92%

Morningstar Sustainability Score

  • ETFx HealthTech: 45.68
  • S&p 500: 45.26
  • Difference: 0.42