The issuer of the Sustainable Development and Environmental Impact ETF (SDEI) is committed to promoting responsible investing. This ETF seeks to track an index comprised of equity securities from large capitalization companies listed on U.S. exchanges that meet specific environmental, social, and governance (ESG) criteria. The issuer collaborates with MSCI, a leading index provider, to ensure that companies selected for inclusion in the index adhere to ESG principles, excluding those involved in controversial businesses. This issuer's dedication to sustainable investing aligns with the growing demand for ESG-focused investment options in the market.
While the SDEI ETF primarily focuses on environmental, social, and governance (ESG) criteria in its investment approach, it also reflects the dividend distribution of the underlying MSCI USA Index. Dividend distributions for this ETF typically occur on a quarterly basis and are influenced by the dividend policies and performances of the constituent companies within the index. Investors in SDEI may benefit from both ESG considerations and potential dividend income, making it a unique choice for those seeking a blend of sustainability and income in their investments.
The SDEI ETF, managed by Logan Capital Management, Inc., follows an investment strategy centered on innovative growth. This ETF primarily invests in U.S. companies that demonstrate the potential for sustainable and durable long-term earnings growth through factors like superior pricing power, innovative technologies, or unique market positioning. SDEI focuses on large-cap equity securities traded on U.S. exchanges, emphasizing companies that utilize innovative ideas to gain a competitive edge. The ETF's investment process involves thorough macroeconomic analysis, fundamental research, and technical analysis, ensuring that selected stocks meet stringent criteria for inclusion in the portfolio. SDEI may also allocate a portion of its assets to securities of foreign issuers, including those in emerging markets, in pursuit of its growth-oriented investment objectives.
Understanding the correlation of the SDEI ETF can provide valuable insights into its behavior within the market. As an actively managed ETF with a focus on income strategies, its correlation with interest rates and various market segments plays a critical role in assessing its performance. Investors often analyze SDEI's correlation to assess its potential as an income-generating asset and its sensitivity to changes in market conditions. For a comprehensive exploration of these correlations and more, ETF Insider offers a user-friendly web app that provides deep and informative data visualization tools, allowing investors to uncover correlations and overlaps with ease, aiding in informed investment decisions.
The Global X SuperDividend REIT ETF (SDEI) focuses on the Real Estate Investment Trust (REIT) sector. This sector primarily includes companies that own, operate, or finance income-producing real estate properties. Investing in SDEI allows investors to gain exposure to the real estate sector, known for its potential for dividend income, diversification benefits, and historically low correlation with traditional equities. However, it's important to note that the performance of REITs can be influenced by factors such as interest rates and economic conditions
The Source Dynamic Europe ETF (SDEI) provides investors with exposure to a diversified range of European markets, spanning both developed and emerging regions. By tracking a proprietary index compiled by Zacks Investment Research, Inc., SDEI offers access to companies listed on major U.S. exchanges, aiming to identify those with high income potential and superior risk-return profiles. SDEI's portfolio includes stocks from large, medium, and small-sized companies, American depositary receipts (ADRs), real estate investment trusts (REITs), master limited partnerships (MLPs), closed-end funds, and traditional preferred stocks, presenting a comprehensive view of the European market landscape.
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