6 min readBy Beqa Bumbeishvili ETF Insider
What is the SMI ETF ?
Discovering the world of exchange-traded funds (ETFs): Learn about the DRN ETF and the SMI ETF, two prominent investment options with distinct features and investment strategies.
The SMI North American Core Tax Exempt ETF (SMI) is offered by an investment firm specializing in sustainable investing solutions. The issuer's approach involves actively managing the ETF to align with the United Nations Sustainable Development Goals (SDGs) 9, 11, and 12, focusing on operations and projects that promote resilient infrastructure, inclusive urban settlements, and sustainable consumption and production patterns. The issuer employs a rules-based investment strategy, utilizing proprietary HIP Ratings data to select municipal securities that support positive social, environmental, and economic outcomes, while striving to generate income exempt from U.S. federal taxes.
The SMI Sustainable Development Impact ETF (SMI) is an actively managed exchange-traded fund that focuses on investments in municipal debt securities promoting progress towards sustainable development. The fund's investment strategy aligns with the United Nations Sustainable Development Goals (SDGs) 9, 11, and 12, which encompass building resilient infrastructure, creating inclusive and sustainable urban areas, and ensuring sustainable consumption and production patterns. SMI seeks to invest in securities that support projects fostering positive environmental and social outcomes, aiming to contribute to sustainable development while providing income that is exempt from U.S. federal income tax (other than AMT) for investors.
The SMI Sustainable Development Goals Municipal Bond ETF (SMI) is an actively managed exchange-traded fund that seeks to promote progress towards sustainable development by investing in investment-grade municipal debt securities. These securities support operations or projects aligned with the United Nations Sustainable Development Goals (SDGs) 9, 11, and 12, focusing on resilient infrastructure, inclusive cities, and sustainable consumption and production patterns. By utilizing proprietary Human Impact + Profit (HIP) Ratings data, the SMI ETF selects securities that demonstrate positive social, environmental, and economic outcomes, aiming to contribute to a more sustainable future in U.S. communities and cities.
The SMI Sustainable Development Impact ETF seeks to promote progress towards sustainable development by investing in investment-grade municipal debt securities that correlate with operations or projects aligned with United Nations Sustainable Development Goals (SDGs) 9, 11, and 12. By utilizing a rules-based investment approach, the ETF focuses on supporting sustainable development initiatives that contribute to resilient infrastructure, inclusive and sustainable urbanization, and responsible consumption and production patterns. The fund's strategy aligns with its commitment to achieving positive social, environmental, and economic outcomes while considering the impact on communities and cities in the U.S.
The SMI Sustainable Development Impact Municipal Bond ETF seeks to invest in municipal debt securities that support sustainable development initiatives in various sectors. These sectors include infrastructure, urban development, climate resilience, clean energy, inclusive industrialization, and sustainable consumption. By focusing on investments that align with the United Nations Sustainable Development Goals (SDGs) 9, 11, and 12, the ETF aims to promote positive social, environmental, and economic outcomes while generating income from tax-exempt municipal bonds.
The SMI Sustainable Development Impact Municipal Bond ETF seeks to achieve its investment objective by investing in investment grade municipal debt securities that fund exposure to operations or projects promoting progress towards sustainable development. Aligned with the United Nations Sustainable Development Goals (SDGs) 9, 11, and 12, the ETF targets initiatives focused on resilient infrastructure, inclusive and sustainable urban development, and responsible consumption and production patterns. By utilizing rules-based investment criteria, the fund aims to support positive social, environmental, and economic outcomes within U.S. communities and cities, making it a choice for investors seeking exposure to sustainable development initiatives.
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