Institutional Money, Ausgabe 1 | 2024

Sustainability Report: XYZ Social Index I Morningstar Sustainability Rating Corporate ESG Risk Breakdown ESG Pillar Score Top Product Involvement Risk Exposure Corporate ESG Risk Distribution Corporate Controversy Distribution Controversy AUM Coverage ESG Risk AUM Coverage 99 Corporate % 99 Controversy % Sustainability Rating Morningstar Unconstrained Allc 42.6 Overall Risk Managed Risk Managed Risk Environmental 2.8 Animal Testing Securities Scored: 4170 Securities Scored: 4224 11.7 Abortive/Contraceptives/Stem Cell 3.8 Gambling 1.3 Social 9.5 Governance 7.5 Unallocated 1.3 0.0 10.0 20.0 30.0 40.0 50.0 Unmanaged Risk Unmanaged Risk 19.5 23.1 23.0 17.7 40.7 XYZ Social Index I Corporate Sustainability Contribution Relative to Category Sustainable Investment 78% Flexible Allocation No 22% Sovereign Sustainability Contribution Corporate Sustainability Score Sovereign Sustainability Score 0 50 Low Risk Severe Risk 0 16.7 23.4 50 Low Risk Severe Risk Sustainability Scores XYZ Social Index I MorningstarAllocation TRUSD XYZ Social Index I