The Collaborative Investment Series Trust's Environmental, Social, and Governance (ESG) strategy, known as TEGS, prioritizes responsible investing by focusing on well-known ESG indices such as MSCI and Russell. With at least 80% of its net assets dedicated to equity or fixed income securities meeting ESG criteria, the fund employs various ESG screens to assess environmental, social, and governance factors. This allows the adviser to evaluate issuers based on their energy use, waste management, social relationships, and governance practices. Additionally, the fund may allocate up to 20% of its net assets to cash and cash equivalents, including U.S. Government securities, providing flexibility in market conditions. Utilizing a proprietary quantitative process, the adviser identifies investment opportunities based on price momentum and oversold companies, employing diverse investment models across asset classes. During unfavorable market conditions, the fund may hold significant cash or fixed income positions, while actively managing portfolio turnover to adapt to market dynamics. Despite the potential for high turnover, the fund's commitment to ESG principles and dynamic investment strategies underscores its dedication to sustainable and impactful investing.
The dividend strategy within the Collaborative Investment Series Trust's Environmental, Social, and Governance (ESG) portfolio, referred to as TEGS Dividend, emphasizes the integration of sustainable investing principles with a focus on generating income for investors. With at least 80% of its net assets allocated to equity or fixed income securities meeting stringent ESG criteria, the fund aims to select dividend-paying companies that demonstrate strong environmental, social, and governance practices. By leveraging proprietary quantitative processes, the adviser identifies opportunities among companies with robust dividend profiles, while also considering factors such as price momentum and oversold conditions. This approach allows TEGS Dividend to offer investors the potential for income generation while aligning with responsible investment objectives. Additionally, the fund's flexibility to invest in cash equivalents and its active management strategy enable it to adapt to changing market conditions, ensuring a sustainable income stream for investors over the long term.
TEGS Tracking, within the Collaborative Investment Series Trust, is dedicated to aligning investment objectives with environmental, social, and governance (ESG) principles while also prioritizing the tracking of specific ESG indices such as MSCI and Russell. With a minimum of 80% of its net assets allocated to equity or fixed income securities that meet rigorous ESG criteria, the fund aims to closely mirror the performance of these indices. Utilizing advanced quantitative processes, the adviser systematically evaluates potential investments based on their adherence to ESG standards, ensuring alignment with the designated benchmarks. By closely tracking the designated ESG indices, TEGS Tracking provides investors with the opportunity to participate in the performance of companies that exhibit strong ESG characteristics, thus contributing to both financial returns and sustainable investing objectives. Additionally, the fund's ability to invest in cash and cash equivalents offers flexibility to manage tracking performance effectively, further enhancing investor confidence in achieving their ESG-focused investment goals.
TEGS Correlation, a component of the Collaborative Investment Series Trust, emphasizes the integration of environmental, social, and governance (ESG) principles while also focusing on managing correlation dynamics within the portfolio. With a core allocation of at least 80% of its net assets to equity or fixed income securities meeting stringent ESG criteria, the fund aims to carefully manage correlations with relevant market indices. Through sophisticated quantitative processes, the adviser systematically evaluates correlations between the fund's holdings and various market benchmarks, striving to optimize diversification while maintaining alignment with ESG objectives. By actively managing correlation dynamics, TEGS Correlation seeks to mitigate systemic risk and enhance portfolio stability, offering investors the potential for both sustainable returns and reduced volatility. Additionally, the fund's ability to invest in a diverse range of asset classes and securities provides further opportunities for effective correlation management, ensuring that investors can achieve their financial goals while adhering to ESG principles.
TEGS Sector, a key element within the Collaborative Investment Series Trust, combines a sector-specific approach with a commitment to environmental, social, and governance (ESG) principles. With a primary focus on allocating at least 80% of its net assets to equity or fixed income securities within specific sectors, the fund aims to identify companies with strong ESG profiles and growth potential within targeted industries. Utilizing advanced quantitative analysis, the adviser systematically evaluates sector-specific ESG factors, seeking to optimize returns while adhering to sustainable investing principles. By emphasizing sector-specific investments, TEGS Sector provides investors with exposure to industries that align with their values and long-term financial objectives, thereby fostering a balanced approach to sector investing and ESG integration. Additionally, the fund's active management strategy allows for dynamic adjustments to sector allocations in response to changing market conditions and ESG trends, ensuring continued alignment with investor goals and preferences.
TEGS Exposure, a pivotal component within the Collaborative Investment Series Trust, underscores a strategic approach to maximizing exposure to environmental, social, and governance (ESG) factors across various asset classes. With a primary objective of allocating at least 80% of its net assets to equity or fixed income securities that embody robust ESG principles, the fund aims to provide investors with comprehensive exposure to sustainable investment opportunities. Leveraging advanced quantitative methodologies, the adviser meticulously evaluates potential investments, emphasizing those companies and securities that demonstrate exemplary ESG practices. By actively managing exposure to ESG factors, TEGS Exposure seeks to optimize risk-adjusted returns while aligning with investor values and long-term sustainability goals. Moreover, the fund's flexibility to invest in diverse asset classes enables it to capture ESG-related opportunities across global markets, thereby offering investors a well-rounded approach to sustainable investing with broad exposure to impactful ESG initiatives.
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