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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

den

31 oktober, 2018

Redaktionen

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.

Liknande ämnen:Vegan VEGN

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5 crypto trends to watch in 2025

Publicerad

7 timmar sedan

den

21 januari, 2025

Redaktionen

2024 was a landmark year for bitcoin, solidifying its role as a fully institutionalised asset class.

Institutional inflows into physical bitcoin exchange-traded products (ETPs) reached nearly $35 billion globally, signalling a major shift in how traditional investors view crypto. As bitcoin continued to enhance portfolios’ risk-return profiles, more institutional investors followed suit, reshaping the financial landscape.

Looking ahead, 2025 promises to bring exciting developments across the crypto ecosystem. Here are the top five crypto trends to watch.

Fear of being left behind

The era of bitcoin as a niche investment is over. Institutional adoption is creating a ripple effect, forcing hesitant players to reconsider. Portfolios with bitcoin allocations are consistently outperforming those without, highlighting its growing importance.

Figure 1: Bitcoin in a multi-asset portfolio

	60/40 Global Portfolio	1% Bitcoin Portfolio	3% Bitcoin Portfolio	5% Bitcoin Portfolio	10% Bitcoin Portfolio	MSCI AC World	Bloomberg Multiverse	Bitcoin
Annualised Return	5.77%	6.46%	7.83%	9.20%	12.57%	9.07%	0.56%	56.24%
Volatility	8.79%	8.86%	9.14%	9.62%	11.42%	13.94%	5.05%	67.28%
Sharpe Ratio	0.48	0.55	0.68	0.79	0.96	0.54	-0.20	0.81
Information Ratio		1.01	1.01	1.01	1.00
Beta	70%	71%	73%	75%	81%	100%	24%	181%

Source: Bloomberg, WisdomTree. From 31 December 2013 to 30 November 2024. In USD. Based on daily returns. The 60/40 Global Portfolio is composed of 60% MSCI All Country World and 40% Bloomberg Multiverse. You cannot invest directly in an index. Historical performance is not an indication of future performance and any investment may go down in value.

With bitcoin’s ability to noticeably improve portfolios’ risk-return profiles, asset managers face a clear choice: integrate bitcoin into multi-asset portfolios or risk falling behind in a rapidly evolving financial landscape. In 2025, expect the competition to heat up as clients demand exposure to this powerhouse cryptocurrency.

Expanding crypto investment options

In 2024, regulatory breakthroughs opened the doors for physical bitcoin and ether ETPs in key developed markets. This marked a critical step towards making cryptocurrencies mainstream, providing seamless access to institutional and retail investors alike.

Figure 2: Global physical crypto ETP assets under management (AUM) and 2024 net flows

Source: Bloomberg, WisdomTree. 02 January 2025. Historical performance is not an indication of future performance and any investment may go down in value.

In 2025, this momentum is expected to accelerate as the crypto regulatory environment becomes more friendly in the United States and as key developed markets follow Europe’s lead and approve ETPs for altcoins such as Solana and XRP. With their clear utility and growing adoption, these altcoins are strong candidates for institutional investment vehicles.

This next wave of altcoin ETPs will expand the diversity of crypto investment opportunities and further integrate cryptocurrencies into the global financial system.

The maturing of Ethereum’s layer-2 ecosystem

Ethereum’s role as the backbone of decentralised finance (DeFi), non-fungible tokens (NFTs), and Web3 is unmatched, but its scalability challenges remain a hurdle. Layer-2 solutions—technologies such as Arbitrum and Optimism—are transforming Ethereum’s scalability and usability by enabling faster, cheaper transactions.

In 2025, Ethereum’s recent upgrades, such as Proto-Danksharding (introduced in the ‘Dencun’ upgrade), will drive layer-2 adoption even further. Innovations like Visa’s layer-2 payment platform leveraging Ethereum for instant cross-border transactions will underscore the platform’s evolution.

Expect Ethereum’s layer-2 ecosystem to power real-world use cases ranging from tokenized assets to decentralised gaming, positioning it as the infrastructure of a truly scalable digital economy.

Stablecoins: bridging finance and blockchain

Stablecoins are becoming indispensable to the global financial system, offering the stability of traditional assets with the efficiency of blockchain. Platforms such as Ethereum dominate the stablecoin landscape, hosting stablecoin giants Tether (USDT) and USD Coin (USDC), which facilitate billions in daily transactions.

Figure 3: Key stablecoin chains

Source: Artemis Terminal, WisdomTree. 05 January 2025. Historical performance is not an indication of future performance and any investment may go down in value.

As we move into 2025, stablecoins will increasingly interact with blockchain ecosystems such as Solana and XRP. Solana’s high-speed, low-cost infrastructure makes it ideal for stablecoin payments and remittances, while XRP Ledger’s focus on cross-border efficiency positions it as a leader in global settlements. With institutional adoption rising and DeFi applications booming, stablecoins will serve as the backbone of a seamless, interconnected financial ecosystem.

Tokenization: redefining ownership and revolutionising finance

Tokenization is set to redefine how we think about ownership and value. By converting tangible assets like real estate, commodities, stocks, and art into digital tokens, tokenization breaks down barriers to entry and creates unprecedented liquidity.

In 2025, tokenization will expand dramatically, empowering investors to own fractions of high-value assets. Platforms such as Paxos Gold and AspenCoin are already showcasing how tokenization can revolutionize markets for gold and luxury real estate. The integration of tokenized assets into DeFi will unlock new financial opportunities, such as using tokenized real estate as collateral for loans. As tokenization matures, it will transform industries ranging from private equity to venture capital, creating a more inclusive and efficient financial system.

For the avoidance of any doubt, tokenization complements crypto by expanding the use cases of blockchain to include real-world applications.

Looking ahead

2025 is set to be a defining year for crypto, as innovation, regulation, and adoption converge. Whether it is bitcoin cementing its position as a portfolio staple, Ethereum scaling for mainstream use, or tokenization unlocking liquidity in untapped markets, the crypto ecosystem is poised for explosive growth. For investors and institutions alike, the opportunities have never been clearer or more compelling.

This material is prepared by WisdomTree and its affiliates and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of production and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and non-proprietary sources. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by WisdomTree, nor any affiliate, nor any of their officers, employees or agents. Reliance upon information in this material is at the sole discretion of the reader. Past performance is not a reliable indicator of future performance.

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FGLR ETF gör hållbara investeringar i hela världen

Publicerad

8 timmar sedan

den

21 januari, 2025

Redaktionen

Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc (FGLR ETF) med ISIN IE00BKSBGV72, är en aktivt förvaltad ETF.

Denna ETF investerar i aktier från utvecklade marknader över hela världen. Värdepapper väljs ut enligt hållbarhet och grundläggande kriterier.

Den börshandlade fondens TER (total cost ratio) uppgår till 0,25 % p.a. Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc är den enda ETF som följer Fidelity Sustainable Research Enhanced Global Equity-index. ETFen replikerar det underliggande indexets prestanda genom fullständig replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFen ackumuleras och återinvesteras.

Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc är en liten ETF med tillgångar på 45 miljoner euro under förvaltning. Denna ETF lanserades den 27 maj 2020 och har sin hemvist i Irland.

Investeringsmål

Fonden strävar efter att uppnå långsiktig kapitaltillväxt från en portfölj som huvudsakligen består av aktier i företag med säte globalt.

Handla FGLR ETF

Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc (FGLR ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra och London Stock Exchange.

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

Börs	Valuta	Kortnamn
gettex	EUR	FGLR
Borsa Italiana	EUR	FGLR
London Stock Exchange	USD	FGLR
London Stock Exchange	GBP	FGLS
SIX Swiss Exchange	USD	FGLR
SIX Swiss Exchange	CHF	FGLR
XETRA	EUR	FGLR

Största innehav

Värdepapper	Vikt %
Microsoft Corp	5.0%
Apple Inc	4.7%
NVIDIA Corp	4.5%
Amazon.com Inc	2.6%
Meta Platforms Inc Class A	2.4%
Alphabet Inc Class A	2.0%
JPMorgan Chase & Co	1.9%
Visa Inc Class A	1.6%
Alphabet Inc Class C	1.4%
Berkshire Hathaway Inc Class B	1.2%

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Trump’s inauguration day, BTC all-time high and the US election bullish effect

Publicerad

1 dag sedan

den

20 januari, 2025

Redaktionen

On January 20, 2025, bitcoin (BTC) reached a new all-time high, surpassing $109,000, and this milestone coincided with Donald Trump’s inauguration for his second term as U.S. President.

Historical trends show that BTC has performed exceptionally well in the 12 months following the past three U.S. elections. If history repeats, this could signal another bullish phase. With Trump’s pro-BTC stance and a U.S. Congress aligned on favorable digital regulation, the outlook for the coming months appears highly promising.

Source: Hashdex Research with data from Messari (from November 6, 2012 to January 19, 2025).

MARKET HIGHLIGHTS | Jan 13 2025 – Jan 19 2025

Bitcoin-backed loans enabled on Coinbase’s L2

• Now customers can borrow USDC in the new base’s lending protocol by using bitcoin as collateral.

• This underscores the importance of onchain innovations as the pillar for future adoption of blockchain technology, in this case enhancing personal finance to be more decentralized and intuitive in a permissionless etho..

ETF filings reiterate bullish regulatory tailwinds

• As Donald Trump’s inauguration approaches, several asset managers have filed applications for new crypto ETF products, including those focused on assets like LTC and XRP.

• This reflects optimism for 2025’s crypto regulations and their potential to transform the regulated products landscape.

Trump to make crypto top priority in US agenda

• U.S. President-elect Donald Trump allegedly plans to issue an executive order making crypto a national policy priority and establishing an advisory council.

• The announcement signals that crypto has gained political importance. Even if not all promises are met, crypto has already crossed the chasm.

MARKET METRICS

The Nasdaq Crypto Index™

This week saw a significant rise in digital assets as the market awaits Trump’s inauguration, with the NCI™ (+15.3%) outperforming all traditional asset classes. The NCI™ (+13.2%) also outperformed BTC (+12.1%), highlighting the value of diversification in a volatile market. The performance was positively impacted by SOL’s strong 46.3% gain, while ETH’s underwhelming 3.0% growth had a dampening effect.

Source: Hashdex Research with data from CF Benchmarks and Bloomberg (from December 31, 2024 to January 19, 2025).

It was a strong week for the NCI™ , with SOL leading the pack (among others, like XRP and LINK), surging 46.3%, while BTC (12.1%) and ETH (3.0%) lagged behind. This price action seems driven by excitement around Trump’s inauguration and the crypto-friendly environment his promises suggest.