(LYASI) Lyxor MSCI China ESG - Ratings and Ratios

The Lyxor MSCI China ESG Leaders Extra (DR) UCITS ETF - Acc USD is an exchange-traded fund (ETF) that tracks the Morningstar China TME NR USD index, providing investors with exposure to Chinese equities that have demonstrated strong Environmental, Social, and Governance (ESG) practices.

As a China Equity ETF, it is designed to capture the performance of the Chinese market, with a focus on companies that are leaders in ESG. This makes it an attractive option for investors seeking to align their investments with their values while still gaining exposure to the Chinese market.

From a quantitative perspective, key performance indicators (KPIs) such as the funds Sharpe Ratio, Tracking Error, and Information Ratio would provide valuable insights into its risk-adjusted performance and ability to replicate the underlying index. Assuming an average beta of 1.0 for the Chinese equity market, a beta analysis could reveal the funds sensitivity to market fluctuations.

Additionally, an analysis of the funds holdings and sector allocation could provide insights into its ESG profile, such as the percentage of assets allocated to renewable energy, sustainable infrastructure, or companies with strong governance practices. Other relevant KPIs could include the funds carbon footprint, ESG rating, and controversy score.

With an Assets Under Management (AUM) of $444.92 million, the fund has a reasonable size, suggesting sufficient liquidity and economies of scale. However, a more detailed analysis of the funds expense ratio, trading volumes, and bid-ask spreads would be necessary to fully assess its cost-effectiveness and tradability.