Pitch from the ETF team

1. Team: ETF Source:
Intro
Qualitative
Quantitative
Conclusion
- Exchange Traded Funds -

2. Team: ETF Source:
MSCI ESG Methodology
Securities of
companies involved
in nuclear power,
tobacco, alcohol,
gambling, military
weapons, civilian
firearms, GMOs and
adult entertainment
are excluded.
MSCI’s best‐in‐class
selection process is
applied to the
remaining universe of
securities in the
parent index.
The Index applies a
maximum 5% weight
to the largest
holdings at each
quarterly Index
Review.
6%
12%
19%
21%
19%
15%
5%
0%
5%
10%
15%
20%
25%
CCC B BB BBB A AA AAA
Percentage of
MSCI Equities
Rating
ESG
msci.com

3. Team: ETF Source:
The world is becoming ESG focused
investors ESG stocks may provide
lucrative returns.
Long-Run Benefit
Improved data analytics allows
companies like MSCI to track stocks
more effectively and assign ESG values
13,000 equities.
Data Analytics
Investors may forgo an efficient portfolio
to invest in equities they resonate with.
Personal Values
Growth of ESG
msci.com

4. Team: ETF Source:
ESG Impact on Performance
msci.com

5. Team: ETF Source:
Global Fund managers ranked the UK
their least favourite region to invest in
(Bank of America).
Currency Risk to UK ETFs
Vanguards FTSE UK Equity Income Index
invests in stocks that are expected to
pay dividends higher than average
UK Overview
justetf.com

6. Team: ETF Source:
Intro
Qualitative
Quantitative
Conclusion
+20.7 %
+12.5%+12.3 %
Top 3 Sectors
Thomson Reuters Eikon

7. Team: ETF Source:
Intro
Qualitative
Quantitative
Conclusion
Sectors
Thomson Reuters Eikon
20.80%
12.60%
11.70% 11.60%
10.00%
9.20% 8.70%
5.70%
4.40%
3.20%
2.20%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%

8. Team: ETF Source:
Intro
Qualitative
Quantitative
Conclusion
UBS ETF (IE) MSCI UK IMI Socially Responsible UCITS ETF (GBP) A-dis
Relative PerformanceHoldings
Physical
(Full Replicated)
Replication Methodology Growth Performance
Pound Sterling (£)
Launch Date 15/10/2014
Management Fee +0.28%
Distributed
Div. Distribution
Thomson Reuters Eikon
4%
3%
10%
16%
Oil & Gas
Pharmaceuticals
Pharma

9. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
2.
3.
1.
Top 3 Holdings
GLAXOSMITHKLINE
ASTRAZENECA
BritishPetroleum
Thomson Reuters Eikon
Oil & Gas
Pharmaceuticals
Pharma

10. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
msci.com
ESG
Exclusion
170 Constituents = 24,6%
> 30% revenue from Thermal Coal
Producers > 5% & retailer/ supplier
>15% revenue from:
Alcohol, Weapons, GMOs, Gambling,
Adult Entertainment, Nuclear Power
Producers or Companies >5%
revenue from: Firearms, Nuclear
Weapons, Tobacco
Controversial Weapons
Ineligible Securities
ESG
Rating
BBB
BB
B
CCC
A
AA
AAA
Controversies
Score
3
2
1
0
10
9
...
4
Low Tolerance
Minimal Tolerance
Zero Tolerance

11. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
Thomson Reuters Eikon
-7.00%
-6.00%
-5.00%
-4.00%
-3.00%
-2.00%
-1.00%
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
11/8/18 12/8/18 1/8/19 2/8/19 3/8/19 4/8/19 5/8/19 6/8/19 7/8/19 8/8/19 9/8/19 10/8/19
Relative ETF Performance
Relative ETF Performance

12. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
GSK
Chart PriceMarket Location
18.31
Peers: 15.29
P/E Ratio
£85.72 bn
Market Cap
£1,737
Stock Price
Thomson Reuters Eikon
EPS - 1.20
Beta (5YMth) - 0.92
Year-to-date +2.1 %

13. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
BP
Chart PriceMarket Location
12.12
Peers: 11.27
P/E Ratio
£102.27 bn
Market Cap
£506.7
Stock Price
Thomson Reuters Eikon
EPS - 0.5
Beta (5YMth) - 1.48
Year-to-date +24%

14. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
Thomson Reuters Eikon
BP & GSK Relative Valuation
PE EV/EBITDA EV/Sales
Dividend
Yield
Price/Cash
Flow
2019 2019 2019 2019 2019
Diversified Pharma
GSK 14.26 10.6 3.39 4.66% 11.81
Peers 15.39 9.98 3.96 3.15% 12.59
Integrated Oil & Gas
BP 12.12 5.01 0.66 6.31% 4.76
Peers 11.27 4.15 0.84 5.79% 3.96

15. Team: ETF Source:
Qualitative
Quantitative
Conclusion
Intro
MSCI World
MSCI UK IMI 5%
Capped
Return 1,12% 1,11%
Volatility 13,56% 12,25%
Downside Volatility 10,00% 9,21%
Correlation - 0,347
Sharpe Ratio 0,082 0,091
Sortino Ratio 0,112 0,121
Tracking Difference - -0,01%
Benchmark Comparison of KPIs

16. Team: ETF Source:
Qualitative
Conclusion
Intro
Quantitative
uk.tradingview.com
Weekly

17. Team: ETF Source:
Qualitative
Conclusion
Intro
Quantitative
uk.tradingview.com
Daily

18. Team: ETF Source:
Qualitative
Conclusion
Intro
Quantitative
SWOT
Opportunities
• Growing market for ESG
• First adapter of future
regulation
Strengths
• High attention from
investors
• stronger performance
through governance
• Caps limit losses
Threats
• ESG is just a market trend
• Focus on wrong market incentives
• Missing link to industry
Weaknesses
• Lower diversification through exclusion
• Caps limit performance

19. Team: ETF Source:
Intro
Qualitative
Quantitative
Conclusion
- Exchange Traded Funds -
Q & A