| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Thomas Mason Mason & Associates Inc. | 18,646 | $763,375.88 | $761,875.56 | -$1,500.32 | -0.2% |
| ARCA Exchange | US Country |
This company offers an investment fund designed to track the performance of U.S.-dollar-denominated corporate bonds issued by entities with strong Environmental, Social, and Governance (ESG) characteristics. It aims to provide investors with core exposure to investment-grade corporate bonds from both U.S. and non-U.S. companies. This is particularly targeted at investors seeking to incorporate ESG criteria into their investment portfolio without sacrificing the potential for broad-market returns. The fund is structured to invest a minimum of 80% of its total assets in the securities that make up its underlying index, reflecting a commitment to closely follow the index's performance while adhering to its ESG-centric investment approach. It is important to note that the fund is characterized as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.
The following are key offerings provided by the company through its investment fund:
The core product is an investment vehicle that specifically focuses on corporate bonds that meet certain ESG criteria. This allows investors who are concerned about the environmental and social impact of their investments, as well as governance standards of the issuing companies, to allocate their funds in a manner consistent with their values. The consideration of ESG factors is intended to identify issuers with potentially lower risk and better performance over time, which aligns with the growing demand for responsible investing.
By targeting U.S.-dollar-denominated investment-grade corporate bonds from both U.S. and international issuers, the fund provides broad market exposure. This serves the dual purpose of offering the potential for investment diversification while also allowing for participation in a variety of economic environments. Such diversification is crucial for managing risk and seeking returns across different geographical markets and economic conditions.