新闻

影响力份额推出NAACP附属ETF:投资组合产品

影响力份额 与NAACP合作 宣布 推出有影响力的股票NAACP少数群体授权ETF(NACP)。

NACP is designed to reflect NAACP’s values of justice, equality 和 inclusivity. The ETF invests in large-cap companies that empower minorities including hiring, pay 和 promotion practices as well as their products, services 和 supply chains.

The fund seeks investment results that generally correspond to the price 和 yield performance of the Morningstar Minority Empowerment Index, built in collaboration with Morningstar 和 Sustainalytics.

NAACP经济部高级主管马文·欧文斯(Marvin Owens)在一份声明中说:“影响到彩色社区的持续社会问题为我们提供了机会,为我们的成员提供了另一种方式来推进我们的使命。” “ NACP ETF是同类产品中的第一个,因为投资者可以向具有支持NAACP对美国企业及我们的成分股愿景的良好记录的公司分配资金。

Unlike other 交易所买卖基金 where operating profits are captured by a Wall Street investment firm, 影响力份额 will direct its net advisory profits from this ETF back to the NAACP 和 to our mission as a non-profit.

彭博社 报告引用影响股份创始人伊森·鲍威尔(Ethan Powell)的话说,这意味着NAACP每年每向该基金投资1000美元,将获得大约5美元,向投资者收取7.50美元。

ProShares推出专注于重塑在线购物的公司的ETF

ProShares 发射了 一种新的ETF,仅投资于主要通过在线或通过其他非商店渠道进行销售的零售商。

The ProShares Online Retail ETF (ONLN) focuses on the largest players in the space—such as companies 里ke Amazon 和 Alibaba. ONLN has an 费用比例为0.58%。

ONLN跟踪ProShares在线零售指数,该指数旨在衡量主要在线交易或通过其他非商店渠道(例如移动设备或应用程序购买)而不是通过实体店位置进行销售的公开交易公司的业绩。

The index uses a modified market-capitalization weighting approach. The ProShares Online Retail Index’s constituents may include U.S. 和 non-U.S. companies 里sted on a U.S. stock exchange.

根据标准行业分类系统,索引中的公司必须分类为在线零售商,电子商务零售商或互联网或直接营销零售商。这些公司还必须具有至少5亿美元的市值,并且六个月日均交易额至少为100万美元,并且必须满足其他要求。

Impax成立了Pax全球机会基金

Impax资产管理公司宣布启动 百富全球机会基金 (PXGOX)。这是自Pax World Management成立以来的首次产品介绍。 获得的 由Impax Asset Management Group plc在2018年1月发布。

Pax全球机会基金寻求通过投资于能够从向更可持续的全球经济过渡中受益的公司中来实现资本增长。 Impax认为,人口变化,资源稀缺,基础设施不足和环境限制将在未来几年深刻破坏私营部门市场,为处于有利地位的公司创造机会,并为无法或不愿适应的公司增加风险。

该基金的目的是投资于具有可持续竞争优势并拥有稳定投资回报记录的公司。环境,社会 and Governance (ESG) analysis is an integral part of Impax’s investment research 和 process, providing risk mitigation 和 important insight into the character of a company.

投资经理打算在投资之前对公司的前景进行五年的观察,持有35至45家公司的集中投资组合,并且以较低的营业额经营该基金。该产品组合具有广泛的地域和行业影响力,相对于MSCI ACWI基准,对中型公司而言偏重。该基金的净费用比率为0.98%。

美国基金启动了一项针对残疾费用的税收优惠储蓄计划

美国基金发起了一项税收优惠的储蓄计划,称为 美国, which aims to be the first ABLE plan available through financial advisors for individuals with disabilities 和 their families.

通常,ABLEAmerica帐户适用于在26岁之前发生的美国公民和有残疾或失明的永久居民。财务顾问可以帮助符合条件的个人开设ABLEAmerica帐户,还可以帮助残障人士及其家人创建储蓄和投资计划长期财务健康。

For an ABLE account, qualified disability expenses include, but are not 里mited to, the beneficiary’s basic 里ving expenses, housing, health 和 wellness, transportation, education, employment training 和 support, assistive technology, financial management, professional services 和 legal fees.

对于2018纳税年度,年度缴款限额为15,000美元。每个帐户的帐户上限为$ 500,000,之后将不接受任何其他供款,但收入将继续产生。

Motif宣布面向个人投资者的多元化加密资产组合

金融科技公司Motif宣布计划成为第一家向个人投资者提供多元化加密资产组合访问权的经纪交易商。

The launch is scheduled for later this year, 和 right now Motif is allowing investors to sign up to a “等待名单。”

首席执行官Hardeep Walia表示&Motif的创始人,Motif的方法是“提供一种轻松投资这些新兴资产的多元化投资组合的方式。”

“We see this as an important step forward that will offer Motif customers a way to smartly include Bitcoin 和 other digital assets in their investment portfolios,” he said in a statement.

—阅读上周的投资组合产品摘要: ImpactAssets推出影响力投资交易的投资组合目录

订阅《职业优势》通讯

Advance your career 和 take your firm's production to the next level with FREE practice-management tips.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅投资组合生成器新闻稿

Access practical suggestions 和 clear insights for portfolio management - easily 和 quickly.

订阅投资组合生成器新闻稿

Access practical suggestions 和 clear insights for portfolio management - easily 和 quickly.

订阅投资组合生成器新闻稿

Access practical suggestions 和 clear insights for portfolio management - easily 和 quickly.

订阅投资组合生成器新闻稿

Access practical suggestions 和 clear insights for portfolio management - easily 和 quickly.

订阅内部财富管理通讯

Preserve wealth with help from advanced tax planning 和 risk management strategies.

订阅内部财富管理通讯

Preserve wealth with help from advanced tax planning 和 risk management strategies.

订阅内部财富管理通讯

Preserve wealth with help from advanced tax planning 和 risk management strategies.

订阅《职业优势》通讯

Advance your career 和 take your firm's production to the next level with FREE practice-management tips.

订阅《职业优势》通讯

Advance your career 和 take your firm's production to the next level with FREE practice-management tips.

订阅《职业优势》通讯

Advance your career 和 take your firm's production to the next level with FREE practice-management tips.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

订阅《每日电讯》通讯

Get the latest best practices, relevant stats 和 industry trends - quickly 和 easily.

ThinkAdvisor

加入Thi​​nkAdvisor

Don’t miss crucial news 和 insights you need to make informed investment advisory decisions. 加入Thi​​nkAdvisor.com now!

  • Free unlimited access to ThinkAdvisor.com which provides advisors, 里ke you, with comprehensive coverage of the products, services 和 trends necessary to guide your clients in making critical wealth, health 和 里fe decisions.
  • Exclusive discounts on ALM 和 ThinkAdvisor events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com 和 Law.com.

已经有帐号了? 现在登入
加入Thi​​nkAdvisor

版权 ©2021 ALM Media Properties,LLC。版权所有。