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Beyond Advisors’ US Vegan Climate ETF Puts Focus On Investing For Animals and the Environment

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6 år sedan

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Beyond Advisors’ US Vegan Climate ETF Puts Focus On Investing For Animals and the Environment

Proposed US Vegan Climate ETF to track the US Vegan Climate Index, an index designed to focus on cruelty-free and sustainable companies.

Beyond Advisors has filed a registration statement with the U.S. Securities and Exchange Commission for the proposed launch of the US Vegan Climate ETF. It is anticipated to list with ticker VEGN on the New York Stock Exchange in January 2019.

The US Vegan Climate ETF will be managed to track the US Vegan Climate Index, which was launched by Beyond Advisors in June 2018. Since then it has been independently calculated and published real-time by Solactive AG with index prices published real-time by the Stuttgart Stock Exchange, and on Bloomberg and Reuters terminals under the ticker VEGAN as well as reported daily on the Solactive website.

The US Vegan Climate Index is a passive, rules-based index of U.S. large cap stocks, screened according to vegan and climate-conscious principles.

Beyond Advisors is screening the Solactive US Large Cap Index, made up of the largest approximately 500 stocks in the US market, to exclude stocks of companies whose business activities include the following:

Animals

  • Animal testing
  • Animal-derived products, animal farming, and other exploitation activities
  • Animals in sport and entertainment
  • Research, development, and use of genetically engineered animals

Planet

  • Extraction or refining, or services principally related to the extraction or refining, of fossil fuels
  • Burning of fossil fuels for energy production
  • Other activities having a significant negative environmental impact (e.g., high carbon intensity activities, high climate change impact, habitat destruction), unless the applicable company undertakes positive initiatives that effectively address those impacts

People

  • Tobacco products
  • Armaments and products specifically designed for military and defense uses
  • Contributions to the abuse of human rights or lack of robust, detailed, and independently published policies covering human rights and child/forced labor

The construction methodology proactively replaces exposures to those industry groups where exposures are greatly diminished with stocks in the same industry group in the mid-capitalisation band provided they are not engaging in these prohibited activities. This enables the Index to gain exposure to smaller companies delivering similar products and services but without harming animals, people or the planet.

“The depth and breadth of the ethical research involves a deep dive into a company’s activities, subsidiaries and products to arrive at a Pass, Fail and, where appropriate, to identify as a candidate for ongoing engagement,” said Lee Coates, Head of Ethical Screening. “This level of scrutiny has not, as far as we are aware, ever been as deeply embedded in the investment philosophy of a financial product”.

The UN Intergovernmental Panel on Climate Change (IPCC) report published 8 October 2018 encouraged rapid, far-reaching and unprecedented changes in all aspects of society to maintain temperature rise below 1.5degC, with actions to reduce greenhouse gas emissions including a reduction in the use of fossil fuels and protection of forests at risk from the demands of animal production. Livestock was already found in the study published by the WorldWatch Institute to be responsible for 51% of greenhouse gas emissions.

By being both zero animal exploitation and zero fossil fuel the US Vegan Climate Index has a carbon footprint well below the Solactive US Large Cap Index as well as reporting significantly lower waste generation and fresh water utilization (as calculated by Impact-Cubed).

The US Vegan Climate ETF is expected to be available for investment in January 2019 with estimated expense ratios of 0.60%.

Disclosures:

  • The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by visiting www.veganetf.com, when available. Read it carefully before investing
  • The information in this communication is not complete and may be changed. We may not sell these securities until the registration statement filed with the Securities and Exchange Commission is effective. This communication is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state where the offer or sale is not permitted.
  • Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Investments in mid-cap securities involve additional risk such as limited liquidity and greater volatility. The index methodology may cause the Fund to underperform the broader equity market or other funds which do not utilize such criteria. The Fund’s return may not match or achieve a high degree of correlation with the return of the underlying Index. To the extent the Fund utilizes a representative sampling approach, it may experience tracking error to a greater extent than if the Fund had sought to replicate the Index.

The US Vegan Climate ETF is distributed by Quasar Distributors, LLC.

About Beyond Advisors:

Beyond Advisors IC is a Jersey-based company owned by three experienced investment professionals who follow a vegan lifestyle. Since 2017, Beyond Advisors has developed screening policies to help investors who seek to avoid supporting companies harming animals and the environment achieve their goals. Beyond Advisors is alone in having created a disciplined and repeatable process for developing indices that satisfy the investing preference of vegans, Its policies are equally relevant to animal lovers and environmentalists, for whom the issues of animal testing, climate change and environmental pollution are also a matter of concern.

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Are we about to enter “Hyperbitcoinization”?

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11 timmar sedan

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26 juli, 2024

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• The data generally suggest that both the US and Europe may be at the cusp of mass retail adoption – a situation often referred to as “Hyperbitcoinization” in the context of Bitcoin.

• Global crypto asset adoption rates are significantly higher than previously estimated.

• The data generally suggest that both the US and Europe may be at the cusp of mass retail adoption – a situation often referred to as “Hyperbitcoinization” in the context of Bitcoin.

• Chances are that the growth of adoption will surprise to the upside due to the fact that we are most likely at the inflection point from ”Early Adopters” to ”Early Majority”.

Trump recently made a public statement implying that 50 million Americans already held ”crypto”. The most recent surveys among US consumers seem to support this number.

It is no surprise that cryptoassets have become a major topic during the US presidential election as the parties have become increasingly aware that cryptoasset users could play a significant role at the ballot.

Both Trump and Robert Kennedy Jr. are scheduled to deliver a pro-Bitcoin speech at the upcoming Bitcoin conference in Nashville over the weekend.

It seems as if cryptoasset users are not a small minority anymore that can be ignored.

Here are some recent US bitcoin and crypto adoption surveys for comparison (% of total population in brackets):

• Security.org: 93 mn (28%)
• Unchained: 86 mn (26%)
• Statista: 53.6 mn (16%)
• Morning Consult: 44.2 mn (13%)
• Finder: 38.4 mn (11%)

In general, cryptoasset adoption has been on the rise globally.

A recent global survey among institutional investors conducted by Fidelity even implies that 51% of surveyed institutional investors have already invested into cryptoassets such as Bitcoin.

Another recent consumer survey by Statista implies that approximately every 5th person (21%) worldwide has already invested into cryptoassets.

However, it’s important to highlight that among the top 10 regions with the highest adoption rates, 8 regions are developing countries.

So, cryptoasset adoption rates are even significantly higher among developing countries than in developed countries that often suffer from chronically high inflation rates and weak domestic currencies.

That being said, the data generally suggest that both the US and Europe may be at the cusp of mass retail adoption – a situation often referred to as “Hyperbitcoinization” in the context of Bitcoin.

The reason is that technological adoption in general tends to accelerate at the threshold from the so-called “early adopters” to the “early majority” which is around 16% adoption rate based on the model of technological adoption famously put forth by Rogers (1962).

Global adoption rates are already at 21% while adoption rates in the US and Europe are at around 16% and 14%, respectively. So, there is a strong case for an acceleration of adoption rates in these regions and globally over the coming years.

Recent political developments in the US also imply that Bitcoin and cryptoassets are gradually becoming mainstream.

Trump has recently endorsed domestic Bitcoin mining in the US and both Democrats and Republicans have started accepting crypto payments for campaign financing.

The big success of the spot Bitcoin ETFs this year and the fact that additional types of spot crypto ETFs are being launched marks a significant shift in sentiment among US regulators in this regard.

In short, chances are that the growth of adoption will surprise to the upside due to the fact that we are most-likely at the inflection point from ”Early Adopters” to ”Early Majority”.

Bottom Line

• Global crypto asset adoption rates are significantly higher than previously estimated.

• The data generally suggest that both the US and Europe may be at the cusp of mass retail adoption – a situation often referred to as “Hyperbitcoinization” in the context of Bitcoin.

• Chances are that the growth of adoption will surprise to the upside due to the fact that we are most likely at the inflection point from ”Early Adopters” to ”Early Majority”.

To read more about suitable investment solutions by ETC Group, please click the button below:

This is not investment advice. Capital at risk. Read the full disclaimer

© ETC Group 2019-2024 | All rights reserved

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Investera i Optimism med en börshandlad produkt

Publicerad

12 timmar sedan

den

26 juli, 2024

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I denna text tittar vi närmare på olika sätt att investera i Optimism med en börshandlad produkt Precis som för många andra kryptovalutor och tokens finns det flera olika börshandlade produkter som spårar Optimism. Vi har identifierar en sådan produkter.

I denna text tittar vi närmare på olika sätt att investera i Optimism med en börshandlad produkt Precis som för många andra kryptovalutor och tokens finns det flera olika börshandlade produkter som spårar Optimism. Vi har identifierar en sådan produkt.

De olika produkterna skiljer sig en del åt, en del av emittenterna arbetar med så kallad staking, vilket gör att förvaltningsavgiften kan pressas ned. Det är emellertid inte så att alla dessa börshandlade produkter är identiska varför det är viktigt att läsa på.

Investera i Optimism med en börshandlad produkt

Precis som för många andra kryptovalutor och tokens finns det flera olika börshandlade produkter som spårar Optimism.

För ytterligare information om respektive ETP klicka på kortnamnet i tabellen nedan.

NamnKortnamnValutaStakingUtlåningISINAvgift %
21Shares Optimism ETPAOPTUSDNejNejCH13048674552,50%

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JPGH ETF investerar i amerikanska tillväxtaktier

Publicerad

13 timmar sedan

den

26 juli, 2024

Av

JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) (JPGH ETF) med ISIN IE000UZZ5SU2, är en aktivt förvaltad ETF. Den börshandlade fonden investerar i amerikanska tillväxtaktier och strävar efter att generera en högre långsiktig avkastning än Russell 1000 Growth-index. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning). Valutasäkrad till euro (EUR).

JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) (JPGH ETF) med ISIN IE000UZZ5SU2, är en aktivt förvaltad ETF. Den börshandlade fonden investerar i amerikanska tillväxtaktier och strävar efter att generera en högre långsiktig avkastning än Russell 1000 Growth-index. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning). Valutasäkrad till euro (EUR).

Den börshandlade fondens TER (total cost ratio) uppgår till 0,49 % p.a. JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) är den enda ETF som följer JPMorgan Active US Growth (EUR Hedged)-index. Denna ETF replikerar det underliggande indexets prestanda genom full replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFen ackumuleras och återinvesteras.

JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) är en mycket liten ETF med tillgångar på 2 miljoner euro under förvaltning. ETF lanserades den 18 januari 2024 och har sin hemvist i Irland.

Möjlighet

Erfaret portföljförvaltningsteam med i genomsnitt 30 års branscherfarenhet

Utnyttja de bästa idéerna från JPMorgans dedikerade tillväxtanalysteam, förutom grundläggande insikter från över 20 amerikanska aktiekarriäranalytiker, alla med i genomsnitt 20+ års branscherfarenhet

Portfölj

Kombinerar två av JPMorgans beprövade aktiva amerikanska aktiestrategier (tillväxt med stora bolag och tillväxtfördelar), som kombineras för att leverera en diversifierad portfölj av amerikanska tillväxtaktier med underskattad tillväxtpotential över sektorer.

Resultat

Aktivt förvaltad investeringsstrategi som strävar efter att leverera en stilren tillväxtaktieportfölj med en viss grad av marknadskapitalflexibilitet

Handla JPGH ETF

JPMorgan Active US Growth UCITS ETF EUR Hedged (acc) (JPGH ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och Borsa Italiana.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRO, Nordnet, Aktieinvest och Avanza.

Börsnoteringar

BörsValutaKortnamn
Borsa ItalianaEURJGEH
SIX Swiss ExchangeEURJGEH
XETRAEURJPGH

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MASTERCARD INC – AUS57636Q1040United States2.80%
Cash and Cash EquivalentUnited States2.73%
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