What is the BLES ETF?
BLES : Overview
When it comes to investing, many individuals are interested not only in financial returns but also in aligning their investments with their values and beliefs. This has led to the rise of socially responsible investing and the emergence of exchange-traded funds (ETFs) that incorporate ethical considerations into their investment strategies. One such ETF is the BLES, which focuses on companies with a strong Inspire Impact Score® that aligns with biblical values.
BLES: Overview of the Inspire Impact Score®
The core of the BLES's investment approach lies in the Inspire Impact Score®. This proprietary selection methodology evaluates companies based on their alignment with biblical values and their positive impact on customers, communities, workplaces, and the world. The methodology assigns scores to companies after analyzing publicly available data related to their business activities, products, services, philanthropy, legal practices, and more.
Companies with a high Inspire Impact Score® exhibit characteristics such as ethical business practices, respect for human rights, environmental stewardship, and positive contributions to society. Conversely, companies involved in activities that conflict with biblical values, such as abortion, pornography, and exploitative labor practices, receive lower scores or are excluded from the investment universe altogether.
BLES overlap What is the BLES ETF?
BLES : Subtopic 1 - Investment Philosophy and Composition
The BLES invests at least 80% of its assets in the component securities of the Large Cap Index. This index is compiled by Inspire Investing, LLC, the ETF's index provider and investment adviser. The Large Cap Index comprises companies with a market capitalization of $5 billion or more. It consists of a mix of foreign and domestic equity securities that have received high Inspire Impact Scores® based on their alignment with biblical values.
The investment philosophy behind the BLES is to seek financial returns while making a positive impact on the world. By investing in companies that uphold ethical and responsible practices, the ETF aims to empower investors to support businesses that share their values.
BLES : Subtopic 2 - Portfolio Diversity and Global Reach
Diversity is a key aspect of the BLES's portfolio composition. The ETF typically includes 400 securities with the highest Inspire Impact Scores®, and these securities are equally weighted within the Large Cap Index. This approach ensures that no single company dominates the fund's performance and that a broad range of ethical businesses are represented.
The Large Cap Index spans various geographical regions, with around 50% of the securities being domestic, 40% from developed foreign markets, and 10% from emerging markets. This global reach allows investors to support positive social and environmental impacts on a worldwide scale.
BLES : Subtopic 3 - Rebalancing and Ongoing Evaluation
Investment strategies require continuous monitoring and adjustment to maintain alignment with their goals. The BLES follows a rigorous evaluation process to ensure the securities included in the Large Cap Index consistently maintain their high Inspire Impact Scores®. This involves reviewing the scores of the securities at least annually and rebalancing the index quarterly.
If a company's Inspire Impact Score® falls below an acceptable level during these reviews, it is removed from the Large Cap Index and replaced with a company that demonstrates stronger alignment with biblical values and positive impact.
Conclusion
The BLES represents a unique approach to socially responsible investing, leveraging the Inspire Impact Score® methodology to build a portfolio of ethical companies that share investors' values. This ETF allows individuals to pursue financial growth while making a positive difference in the world through their investments. Remember, while the BLES seeks to align with biblical values, investing involves risks, and it's important to conduct thorough research or consult with a financial advisor before making any investment decisions.
Disclaimer: This article is for informational purposes only and does not provide investment advisory services.
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FAQ
What is the BLES ETF?
BLES ETF, is an exchange-traded fund that provides investors with exposure to companies operating in the relevant sector.
What is the underlying index that the BLES ETF aims to track?
BLES ETF aims to track the performance of a specific index, which includes companies involved in various aspects of the relevant industry.
What types of companies are included in the BLES ETF?
BLES ETF includes companies from the relevant industry, which may consist of specialized firms, equipment manufacturers, and other related entities.
How does the BLES ETF work?
BLES ETF functions by pooling investors' capital to purchase a diversified portfolio of related stocks, aiming to replicate the performance of the underlying index.
What are the advantages of investing in the BLES ETF?
Investing in the BLES ETF offers exposure to a specialized sector with potential for growth and innovation. It allows investors to diversify within the industry, which could experience significant advancements and expansion in the future.