SI / 12Alternatives & ESG2024

Sustainable ETF Portfolio Recommendation

ESG investing · Listed funds

ESGETF analysisPortfolio constructionRisk-adjusted
Sustainable ETF Portfolio Recommendation

Two-fund analysis and capital-allocation recommendation across Australia's sustainable-investing universe. Compared BetaShares Global Sustainability Leaders (ETHI) against VanEck MSCI International Sustainable Equity (ESGI). Regional and sector concentration, risk-adjusted performance (Sharpe, Treynor, tracking error), and fee impact. Closed with a $10,000 ESGI allocation as the better-diversified, risk-adjusted-return option.

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