INDEX STRATEGIES
RAFI™ Multi-Factor Climate Transition (CTB) Developed Index Series
AT A GLANCE
Integrates objectives related to emissions reductions
Diversifies exposures to four empirically robust factors
Thoughtfully designed and highly implementable

The RAFI™ Multi-Factor Climate Transition (CTB) Developed Index Series offers diversified factor exposures and integrates objectives related to greenhouse gas emissions reductions.

The RAFI Multi-Factor Climate Transition (CTB) Developed Index Series approach offers diversified exposures to the value, low volatility, quality, and momentum factors, while integrating objectives related to greenhouse gas emissions reductions and a transition to a low-carbon economy. It is designed for investors who wish to promote responsible environmental management with their investment choices, while preserving the potential for long-horizon outperformance.

The RAFI Multi-Factor Climate Transition (CTB) Developed Index Series is intended to meet the requirements for Climate Transition Benchmarks as specified by the Regulation (EU) 2019/2089 and the draft of the EU Commission Delegated Regulation of 17.7.2020 regarding minimum standards for EU Climate Transition Benchmarks and EU Paris aligned benchmarks.

 

Thoughtfully designed to deliver for investors

Integrates objectives related to greenhouse gas emissions reductions.

This strategy is designed for investors who support environmental management and the transition to a low-carbon economy.

Diversifies exposures to robust factors.

Theoretical and empirical evidence shows that factors, including value, low volatility, quality, and momentum, deliver long-term positive excess returns.

Incorporates thoughtful design and implementation.

A well-designed index that integrates implementation considerations results in low governance requirements and low costs.

RAFI Multi-Factor Climate Transition (CTB) Indices
RESOURCES
Factsheets provide information on recent performance, attribution, characteristics, country/sector weights, and top holdings.
PERFORMANCE SNAPSHOT

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