Making its debut on 02/28/2017, smart beta exchange traded fund Inspire Small/Mid Cap ETF (ISMD) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
The Inspire Small/Mid Cap ETF (ISMD) made its debut on 02/28/2017, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend category of the market.
Launched on 02/28/2017, the Inspire Small/Mid Cap ETF (ISMD) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,093 | $352,884.48 | $447,739.32 | $94,854.84 | 26.88% |
PAX Financial Group PAX Financial Group LLC | 199,934 | $6.21M | $9.84M | $3.63M | 58.56% |
| YA Yinka Akinsola Blue Trust Inc. | 812 | $30,466.24 | $39,962.58 | $9,496.34 | 31.17% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 18,988 | $657,554.44 | $934,209.6 | $276,655.16 | 42.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,265 | $990,793.34 | $1.24M | $253,886.88 | 25.62% |
| ARCA Exchange | US Country |
The company operates as an investment firm, focusing specifically on allocating its assets into securities that not only meet certain market capitalization criteria but also align with positive impact values. This is quantified through the Inspire Impact Score™, a proprietary scoring system that assesses companies based on their capacity to make a positive difference in the world. The firm has committed a significant portion of its assets, at least 80%, to investments in companies that are included in a specially constructed index. This index is compiled by a provider that selects small to mid-cap public equity securities from the domestic market, ensuring that these companies have an Inspire Impact Score™ of zero or higher, which implies a neutral to positive impact on society and the environment.
The core offering of the company revolves around its impact investing funds. These funds are dedicated to investing in small and mid-cap equities that have been carefully selected based on their Inspire Impact Score™. The focus here is on generating financial returns for investors while also ensuring that the investments contribute positively to societal and environmental outcomes. By targeting companies that meet these criteria, the firm offers investors an opportunity to align their investment portfolios with their values without compromising on financial objectives.
Alongside its primary investment products, the company provides advisory services to clients looking to tailor their investment strategies more closely to personal or institutional values. This includes assistance in selecting the right mix of impact investments, understanding the potential financial and social return trade-offs, and navigating the landscape of socially responsible investing. With a deep understanding of impact metrics such as the Inspire Impact Score™, the firm is well-equipped to guide investors towards making meaningful and effective investment choices.