| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 162 | $3,423.78 | $3,442.5 | $18.72 | 0.55% |
Michael Byun SageView Advisory Group LLC | 34,459 | $734,622.03 | $732,977.39 | -$1,644.64 | -0.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 664 | $14,329.1 | $14,123.94 | -$205.16 | -1.43% |
Christopher C. Powers Farther Finance Advisors, LLC | 110 | $2,358 | $2,336.95 | -$21.05 | -0.89% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 296 | $6,212 | $6,295.92 | $83.92 | 1.35% |
| ARCA Exchange | US Country |
The company in discussion is distinguished by its commitment to integrating Environmental, Social, and Governance (ESG) criteria into its investment strategies, concentrating particularly on the fixed-rate corporate bond market within the United States. This focus demonstrates a dedication to responsible investing by considering the broader impact of investment choices beyond purely financial returns. The company operates a specialized index that meticulously selects securities from the Bloomberg U.S. High Yield Very Liquid Index (the “Base Index”), which serves as a comprehensive platform for U.S. dollar-denominated, high yield fixed-rate corporate bonds. The essence of their operation lies in the commitment to invest a significant portion of its assets in those securities that meet its ESG criteria, thereby contributing to a financial environment that values sustainability and responsible governance alongside economic gains.
The company offers a succinct range of products and services designed to cater to investors who are keen on integrating ESG principles into their investment portfolios. These can be detailed as follows: