5 min readBy Ron Koren ETF Insider
What is the DFSE ETF ?
Discover the world of ETFs with an exploration of the DRN and DFSE funds. Learn about their unique features and investment strategies in this informative overview.
The issuer of the Emerging Markets Sustainability ETF (DFSE) is dedicated to implementing an integrated investment approach, combining research, portfolio design, management, and trading functions. Their emphasis lies on identifying long-term drivers of expected returns while achieving risk management through diversification across various sectors and companies. With a commitment to sustainability, the issuer's investment decisions take into account a range of factors such as environmental impact, social considerations, and governance practices, allowing the DFSE ETF to offer exposure to emerging markets with a focus on sustainability principles.
The DFSE aims to achieve its investment objective through an integrated investment approach that emphasizes long-term drivers of expected returns identified by the Advisor's research while balancing risk through diversification. The portfolio design includes companies of varying sizes, with a focus on smaller capitalization, lower relative price, and higher profitability companies within the Emerging Markets Universe. The ETF's investment strategy also incorporates sustainability impact considerations, leading to the exclusion or underweighting of securities from companies deemed less sustainable, and the overweighting of more sustainable companies based on environmental and social factors.
The Emerging Markets Sustainability ETF (DFSE) is designed to provide investment exposure to a diverse range of securities within emerging markets. DFSE employs an integrated investment approach, utilizing research, portfolio design, management, and trading functions to achieve its objectives. The fund places increased emphasis on long-term drivers of expected returns identified through research, while maintaining broad diversification across companies and tracking indices. The portfolio aims to align sustainability impact considerations with investment decisions, adjusting holdings based on factors such as relative price, profitability, and environmental and social criteria within the context of emerging market dynamics.
The Emerging Markets Sustainability ETF (DFSE) focuses on an integrated investment approach that blends research, portfolio design, and management functions. This ETF invests in a diverse range of securities across emerging markets, emphasizing companies with smaller capitalization, lower relative price, and higher profitability while considering sustainability impact. The investment strategy aims to balance long-term return drivers, diversification, and trading costs, ultimately providing investors exposure to emerging markets with a sustainability-oriented approach.
The Emerging Markets Sustainability ETF (DFSE) focuses on investing in companies within emerging markets while emphasizing sustainability impact considerations. The portfolio aims to strike a balance between long-term drivers of expected returns and shorter-term factors, with a focus on environmental, social, and governance (ESG) factors. By incorporating sustainability considerations, the DFSE ETF seeks to provide exposure to companies that align with ESG principles and may exclude or underweight securities of companies with lower sustainability rankings within the emerging markets sector.
The Emerging Markets Sustainability ETF (DFSE) implements an integrated investment approach that emphasizes long-term drivers of expected returns, balancing risk through diversification across companies and exposures. The Portfolio is designed to invest in emerging markets, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies, while adjusting the composition based on sustainability impact considerations. By focusing on these factors, DFSE aims to have a high relative price and profitability, considering ratios such as price to cash flow or price to earnings, and may also increase or reduce exposure to eligible companies based on shorter-term considerations like price momentum and investment characteristics.
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5 min readDiscover the world of ETFs with an exploration of the DRN and DFSE funds. Learn about their unique features and investment strategies in this informative overview.
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