Changebridge Capital, LLC serves as the issuer for the actively-managed exchange-traded fund (ETF) known as CBSE. This ETF aims to achieve its investment objective by investing in securities that exhibit above-average financial characteristics and growth potential while also demonstrating positive environmental, social, and governance (ESG) attributes. The Adviser utilizes quantitative screening, fundamental analysis, and proprietary ESG assessment methods to select approximately 20-40 equity securities that are believed to offer opportunities for market outperformance while maintaining lower overall portfolio volatility. CBSE is designed to invest in companies with strong ESG attributes, making it an attractive choice for investors seeking sustainable and growth-oriented investment opportunities.
The CBSE Dividend ETF, managed by Changebridge Capital, LLC, seeks to provide investors with exposure to companies that exhibit strong financial characteristics and growth potential while also displaying positive environmental, social, and governance (ESG) attributes. While dividend distribution is not the primary focus of this actively-managed ETF, it may still provide periodic dividends to investors. The ETF typically holds a concentrated portfolio of approximately 20-40 equity securities, with a focus on undervalued or overlooked companies that offer the potential for significant market outperformance. The sustainability assessment integrated into the investment process ensures that the selected companies maintain positive thresholds on ESG issues, aligning with the fund's overall investment objectives. Please note that as an actively managed fund, dividend policies may vary based on the fund's investment strategy and market conditions.
Tracking companies with strong financial characteristics and positive environmental, social, and governance (ESG) attributes is the primary focus of the Changebridge Capital Sustainable Equity ETF (CBSE). This actively managed ETF seeks to outperform the market over a market cycle, typically between 5 and 11 years, while maintaining lower portfolio volatility. The fund's investment strategy combines quantitative screening and fundamental analysis to identify undervalued companies with strong ESG profiles, integrating a proprietary QFS Investment Process. CBSE invests at least 80% of its net assets in equity securities of sustainable companies, defined as those ranking in the top three quartiles of sustainability scores within its investment universe.
The correlation aspect of the Changebridge Capital Sustainable Equity ETF (CBSE) is crucial for investors interested in understanding how this actively-managed ETF behaves in relation to sustainable companies. As CBSE aims to invest in securities with above-average financial characteristics and positive ESG attributes, its correlation with sustainability-related indices and sectors is of particular interest. Investors often use CBSE's correlation data to assess its effectiveness as a tool for sustainable investing, diversification, and aligning their portfolios with ESG principles.
The CBSE Sector ETF focuses on companies that demonstrate above-average financial characteristics and growth potential while also exhibiting positive environmental, social, and governance (ESG) attributes. It follows an active management approach, primarily investing in U.S.-listed large, mid, or small-capitalization companies that meet these criteria. The fund's investment strategy combines quantitative screening, fundamental analysis, and a proprietary quantitative screening process to identify undervalued or overlooked companies with strong ESG attributes. The portfolio typically consists of approximately 20-40 securities, aiming to outperform the market over an entire market cycle while maintaining lower overall portfolio volatility. Additionally, the CBSE Sector ETF integrates quantitative and fundamental ESG considerations into its investment selection process, emphasizing sustainability across environmental, social, and governance factors. The fund's investment universe primarily includes companies ranked in the top three quartiles of sustainability scores. Please note that as a non-diversified fund, it may concentrate its investments in a smaller number of issuers, potentially increasing its risk profile.
The exposure profile of the Core Building Sectors ETF (CBSE) is designed to capture the performance of key sectors within the U.S. economy. CBSE provides investors with exposure to essential industries such as real estate, construction, and infrastructure, reflecting the foundational elements of economic growth. For a detailed analysis of CBSE''s exposure, investors can leverage the ETF Insider web app, offering comprehensive data and visualizations to explore market, regional, and sector exposures. The tool empowers investors with valuable insights into CBSE''s positioning, facilitating informed decision-making and strategic portfolio management by highlighting correlations, overlaps, and other relevant factors.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
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ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
