Aristotle

United States

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $52.2B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Xcel Energy Inc62.4%
PPL Corp37.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co68.5%
Bayerische Motoren Werke AG19.0%
Mercedes Benz Group AG12.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
APA Corp (US)22.5%
Suncor Energy Inc16.4%
Conocophillips15.3%
Ovintiv Inc15.3%
Marathon Oil Corp11.2%
Murphy Oil Corp9.3%
Chevron Corp7.4%
Hess Corp2.1%
TotalEnergies SE0.5%
Coterra Energy Inc<0.1%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$51.1B
6.2%
-12%
United States
$677M
4.9%
-1%
United States
$390M
3.0%
N/A
United States
$65.6M
2.9%
N/A