NYLI Candriam U.S. Large Cap Equity ETF implements an environmental, social, and corporate governance (“ESG”) strategy focused on large companies. IQSU is heavily invested in technology, with Microsoft and Apple each representing nearly 10% of assets, and has 284 holdings. The purpose of ESG funds is offering an ethical alternative without sacrificing performance. In this matter, IQSU has done a good job.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Jordan Paul R. Ried Financial Group, LLC | 15,607 | $768,185.89 | $963,732.25 | $195,546.36 | 25.46% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,243 | $167,985 | $199,022.91 | $31,037.91 | 18.48% |
| ARCA Exchange | US Country |
The Advisor is a financial entity that prioritizes a passive management or indexing investment strategy. This approach is meticulously designed to mirror the performance of its underlying index—with a specific focus on equity securities from companies that adhere to predefined Environmental, Social, and Corporate Governance (ESG) criteria. These criteria are developed by Candriam, a recognized leader in sustainable investment solutions. The selection of companies within the index is based on market capitalization weighting methodology, ensuring a balanced and representative portfolio that aligns with the Advisor's ESG investment philosophy.
This service involves the Advisor utilizing an indexing strategy to replicate the performance of a designated underlying index. This methodology is chosen for its efficiency and the potential to reduce management fees, making it an attractive option for investors seeking exposure to markets with minimized active management risks.
The Advisor provides investment opportunities in equity securities of companies that meet strict Environmental, Social, and Corporate Governance (ESG) standards. These standards are set by Candriam, ensuring investments are not only financially sound but also responsible and sustainable over the long term.
This product refers to the technique used to weight companies within the underlying index. By basing the weightings on market capitalization, the Advisor ensures a portfolio composition that reflects the relative size and importance of constituent companies in the market, providing a balanced and comprehensive investment portfolio.