{"id":19238,"date":"2022-01-24T12:28:38","date_gmt":"2022-01-24T11:28:38","guid":{"rendered":"https:\/\/www.etfworld.com\/fr\/?p=19238"},"modified":"2022-01-24T12:29:26","modified_gmt":"2022-01-24T11:29:26","slug":"letf-equipondere-dossiam-passe-a-lesg","status":"publish","type":"post","link":"https:\/\/www.etfworld.com\/fr\/letf-equipondere-dossiam-passe-a-lesg\/","title":{"rendered":"L\u2019ETF \u00e9quipond\u00e9r\u00e9 d\u2019Ossiam passe \u00e0 l\u2019ESG"},"content":{"rendered":"

Ossia<\/span>m <\/span>annonce<\/span> aujourd\u2019hui<\/span> l\u2019int\u00e9gration<\/span> d<\/span>e<\/span> crit\u00e8res<\/span> ESG<\/span> \u00e0<\/span> sa<\/span> strat\u00e9gie<\/span> historique<\/span> \u00e9quipond\u00e9r\u00e9e<\/span>, <\/span>lanc\u00e9e<\/span> en<\/span> 2011.<\/span><\/p>\n

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Paul<\/span> Lacroix,<\/span> Responsable<\/span> de<\/span> la<\/span> Structuration<\/span> chez<\/span> Ossiam<\/span><\/strong><\/p>\n

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L<\/span>e fonds<\/span> Luxembourgeois, Ossiam STOXX\u00ae Europe 600 Equal Weight NR (<\/span>ISIN : <\/span>LU0599613147) est renomm\u00e9<\/span> Ossiam STOXX\u00ae Europe 600 ESG Equal Weight NR.<\/span><\/p>\n

Le <\/span>nouvel indice de r\u00e9f\u00e9rence d<\/span>e cet ETF<\/span> est le STOXX\u00ae Europe 600 ESG Broad Market <\/span>Equal Weight Index Net Return EUR , calcul\u00e9 et<\/span> diffus\u00e9<\/span> par <\/span>STOXX, et libell\u00e9 en euros. L<\/span>\u2019ETF<\/span> conserve son code ISIN d’origine.<\/span><\/strong><\/p>\n

Le<\/span> nouvel<\/span> indice<\/span> de<\/span> r\u00e9f\u00e9rence<\/span> est<\/span> une<\/span> version<\/span> \u00e9<\/span>quipond\u00e9r\u00e9e<\/span> de<\/span> l\u2019i<\/span>ndice<\/span> STOXX\u00ae<\/span> Europe <\/span>600<\/span> ESG<\/span> Broad<\/span> Market<\/span> index<\/span> (<\/span>l\u2019indice<\/span> de<\/span> base)<\/span> qui<\/span> est<\/span> lui<\/span>–<\/span>m\u00eame<\/span> la<\/span> version<\/span> ESG<\/span> de<\/span> l\u2019indice <\/span>STOXX\u00ae<\/span> Europe<\/span> 600<\/span> index<\/span> (<\/span>l\u2019indice<\/span> parent),<\/span> bien<\/span> connu<\/span> des<\/span> investisseurs.<\/span><\/p>\n

L\u2019indice<\/span> de <\/span>r\u00e9f\u00e9rence<\/span> a<\/span> les<\/span> m\u00eame<\/span>s<\/span> composants<\/span> que<\/span> l\u2019indice<\/span> de<\/span> base,<\/span> qui<\/span> est<\/span>,<\/span> en<\/span> temps<\/span> normal<\/span> lui<\/span>– <\/span>m\u00eame<\/span> constitu\u00e9<\/span> de<\/span> 80%<\/span> des<\/span> actions<\/span> de<\/span> l\u2019indice<\/span> p<\/span>a<\/span>ren<\/span>t<\/span>.<\/span> Chaque<\/span> action<\/span> de<\/span> l\u2019indice<\/span> de <\/span>r\u00e9f\u00e9rence<\/span> a<\/span> la<\/span> m\u00eame<\/span> pond\u00e9ration<\/span> (en<\/span> temps<\/span> normal<\/span> 1\/480<\/span> ou<\/span> 0.2083%),<\/span> et<\/span> est<\/span> re<\/span>balanc\u00e9<\/span>
chaque<\/span> trimestre.<\/span><\/p>\n

Sont<\/span> ex<\/span>clues<\/span> l<\/span>es<\/span> soci\u00e9t\u00e9s<\/span> qui<\/span> ne<\/span> remplissent<\/span> pas<\/span> les<\/span> crit\u00e8res<\/span> d\u2019\u00e9valuation<\/span> du<\/span> f<\/span>iltre <\/span>Sustainalytics<\/span> Global<\/span> Standard<\/span> :<\/span><\/strong> ce<\/span> sont<\/span> des<\/span> acteurs<\/span> du<\/span> secteur<\/span> de<\/span> l\u2019armement<\/span> (tel<\/span> que <\/span>d\u00e9fini<\/span> par<\/span> les<\/span> Nations<\/span> Unies),<\/span> ou<\/span> des<\/span> soci\u00e9t\u00e9s<\/span> qui<\/span> n\u2019ont<\/span> pas<\/span> de<\/span> notation<\/span> ESG.<\/span> La<\/span> strat\u00e9gie <\/span>applique<\/span> des<\/span> filtres<\/span> d\u2019exclusion<\/span> suppl\u00e9mentaires<\/span> pour<\/span> les<\/span> soci\u00e9t\u00e9s<\/span> de<\/span> l\u2019industrie<\/span> du<\/span> tabac, <\/span>de<\/span> l\u2019\u00e9nergie<\/span> li\u00e9e<\/span> au<\/span> charbon<\/span>,<\/span> et<\/span> du<\/span> secteur<\/span> de<\/span> l\u2019armement<\/span> Les<\/span> actions<\/span> restant<\/span>e<\/span>s<\/span> sont <\/span>class\u00e9es<\/span> selon<\/span> leur<\/span> score<\/span> ESG,<\/span> du<\/span> meilleur<\/span> au<\/span> plus<\/span> faible,<\/span> \u00e0<\/span> l\u2019int\u00e9rieur<\/span> de<\/span> cha<\/span>cun<\/span> des<\/span> 11 <\/span>secteurs<\/span> de<\/span> l’ICB<\/span> (Industry<\/span> Classification<\/span> Benchmark)<\/span>.<\/span><\/p>\n

L\u2019indice<\/span> de<\/span> base<\/span> s\u00e9lectionne<\/span> les <\/span>actions<\/span> les<\/span> mieux<\/span> class\u00e9es<\/span> dans<\/span> cha<\/span>cun<\/span> de<\/span> ses<\/span> secteurs<\/span> jusqu\u2019\u00e0<\/span> ce<\/span> que<\/span> le<\/span> nombre <\/span>d\u2019actions<\/span> s\u00e9lectionn\u00e9es<\/span> atteigne<\/span> 80%<\/span> du<\/span> nombre<\/span> total<\/span> d\u2019actions<\/span> de<\/span> l\u2019indice<\/span> pa<\/span>rent <\/span>(s\u00e9lectivit\u00e9<\/span> de<\/span> 20%)<\/span>.<\/span><\/p>\n

Paul<\/span> Lacroix,<\/span> Responsable<\/span> de<\/span> la<\/span> Structuration<\/span> chez<\/span> Ossiam,<\/span> d\u00e9clare : <\/span><\/strong>\u00ab<\/span> L\u2019<\/span>\u00e9<\/span>qu<\/span>i<\/span>pond\u00e9ration<\/span> est<\/span> une<\/span> des<\/span> m\u00e9thodologies<\/span> de<\/span> S<\/span>mart<\/span> Beta<\/span> les<\/span> plus<\/span> rentable<\/span>s<\/span> de<\/span>s<\/span> dix <\/span>derni\u00e8res<\/span> ann\u00e9es<\/span>.<\/span> Dans<\/span> le<\/span> m\u00eame<\/span> temps,<\/span> les<\/span> investisseurs<\/span> placent<\/span> de<\/span> plus<\/span> en<\/span> plus,<\/span> l\u2019ESG <\/span>au<\/span> c\u0153ur<\/span> de<\/span> leurs<\/span> d\u00e9cisions<\/span>.<\/span> Ils<\/span> ont<\/span> \u00e9galement<\/span> pris<\/span> conscience<\/span> des<\/span> dangers<\/span> de<\/span> la <\/span>concentration<\/span>,<\/span> et<\/span> des<\/span> biais<\/span> d<\/span>u<\/span> trend<\/span>–<\/span>following<\/span> et<\/span> de<\/span> l\u2019investissement<\/span> massif<\/span> sur<\/span> l<\/span>es<\/span> grosses <\/span>capitalisations.<\/span> La<\/span> combinaison<\/span> de<\/span> l\u2019<\/span>\u00e9<\/span>quipond\u00e9r<\/span>ation<\/span> et<\/span> des<\/span> crit\u00e8res<\/span> ESG<\/span> est<\/span> donc<\/span> une <\/span>\u00e9volution<\/span> naturelle<\/span> pour<\/span> cette<\/span> strat\u00e9gie<\/span>.<\/span> \u00bb<\/span><\/p>\n

Source: ETFWorld.fr<\/p>\n","protected":false},"excerpt":{"rendered":"

Ossiam annonce aujourd\u2019hui l\u2019int\u00e9gration de crit\u00e8res ESG \u00e0 sa strat\u00e9gie historique \u00e9quipond\u00e9r\u00e9e, lanc\u00e9e en 2011.<\/p>\n","protected":false},"author":4,"featured_media":19239,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"telegram_tosend":false,"telegram_tosend_message":"","telegram_tosend_target":0,"footnotes":"","_wpscp_schedule_draft_date":"","_wpscp_schedule_republish_date":"","_wpscppro_advance_schedule":false,"_wpscppro_advance_schedule_date":"","_wpscppro_dont_share_socialmedia":false,"_wpscppro_custom_social_share_image":0,"_facebook_share_type":"","_twitter_share_type":"","_linkedin_share_type":"","_pinterest_share_type":"","_linkedin_share_type_page":"","_instagram_share_type":"","_medium_share_type":"","_threads_share_type":"","_google_business_share_type":"","_selected_social_profile":[],"_wpsp_enable_custom_social_template":false,"_wpsp_social_scheduling":{"enabled":false,"datetime":null,"platforms":[],"status":"template_only","dateOption":"today","timeOption":"now","customDays":"","customHours":"","customDate":"","customTime":"","schedulingType":"absolute"},"_wpsp_active_default_template":true},"categories":[18],"tags":[80,236],"class_list":["post-19238","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-etf-france","tag-etf","tag-ossiam"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"_links":{"self":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/19238","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/comments?post=19238"}],"version-history":[{"count":2,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/19238\/revisions"}],"predecessor-version":[{"id":19241,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/posts\/19238\/revisions\/19241"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/media\/19239"}],"wp:attachment":[{"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/media?parent=19238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/categories?post=19238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.etfworld.com\/fr\/wp-json\/wp\/v2\/tags?post=19238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}