The latter, in fact, was born from the decoding into factors of the Guidelines on the “management of financial resources” elaborated by the Italian Episcopal Conference.
Franklin Templeton Investments, a global leader in asset management, has decided to launch an ETF that physically replicates the composition of the ICE Catholic Principles ESG Emerging Markets External Sovereign Index.
On 30 June 2022, the ETF was listed on the Italian Stock Exchange and is fully compliant with the Guidelines issued by the Italian Bishops’ Conference (CEI).
Thus, the Franklin Catholic Principles Emerging Markets Sovereign Debt UCITS ETF was born, an innovative ETF that allows investors to integrate Catholic values into their investment portfolio.
The ETF aims to provide exposure to euro- and US dollar-denominated sovereign debt issued by emerging market countries.
Investors gain exposure to countries that work towards sustainability and carbon reduction and strive to have a positive environmental impact.
A combination of moral-value-based exclusions and a rigorous screening process identify the investable universe of the fund’s benchmark index.
features
The ETF is characterized by 3 main elements:
Catholic principles in investment. It integrates ethics and moral values into investment standards.
It is the only emerging market debt ETF that aims to reduce carbon emissions by at least 30% less than the parent index.
Investing in emerging debt at a competitive cost Seize the opportunities of emerging-market sovereign debt consistent with Catholic principles through a single ETF, with an TER of 0.35%.
Franklin Templeton Investments, a global leader in asset management, has decided to launch an ETF that physically tracks the composition of the MSCI World Select Catholic Principles ESG Universal and Low Carbon Index-NR.
On 24 April 2024, the ETF was listed on Borsa Italiana and is fully compliant with the Guidelines issued by the Italian Episcopal Conference (CEI).
Thus, the Franklin MSCI World Catholic Principles UCITS ETF was launched, an innovative ETF that allows investors to integrate Catholic values into their investment portfolios.
The Fund aims to provide global exposure to large- and mid-cap equities issued by companies considered to be environmentally and socially responsible in developed markets worldwide. The Fund is classified as compliant with Article 8 of the EU Regulation on sustainable finance disclosure.
features
This offers a number of advantages for investors, which can be summarised as follows:
Accessibility for all investors
Exposure to the global stock market
Replication of a financial index in a portfolio
Consistent compliance with CEI guidelines
Transparency and cost control
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