| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 16,108 | $376,718.9 | $371,531.02 | -$5,187.88 | -1.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 624 | $14,512.29 | $14,383.2 | -$129.09 | -0.89% |
| ARCA Exchange | US Country |
The company in discussion is focused on leveraging environmental, social, and governance (ESG) criteria to curate a selection from the securities found in a modified version of the Bloomberg 1-5 Year U.S. Aggregate Index. This index aims to comprehensively represent the U.S. investment grade, taxable fixed income market within a 1-5 year period. Dedicated to maintaining a strong commitment to ESG principles, the company ensures that a significant portion of its investments, at least 80%, is allocated towards the component securities of the index. This approach underscores not only a commitment to sustainable investment practices but also a strategic focus on fixed income markets with a specific duration focus.
The company offers a focused set of products and services designed to meet the needs of investors looking to integrate ESG criteria into their investment strategies, specifically within the U.S. taxable fixed income market.
This product is centered around utilizing ESG criteria for selecting securities from a modified Bloomberg 1-5 Year U.S. Aggregate Index, targeting the 1-5 year U.S. investment grade, taxable fixed income sector. This enables investors to align their investments with their values, focusing on environmental sustainability, social responsibility, and governance transparency.
By investing at least 80% of its assets, alongside any borrowings for investment purposes, in the component securities of the index, the company offers a product tailored for those looking to participate in the fixed income market with a sustainability focus. This strategy seeks to balance ESG considerations with the goal of achieving favorable returns from short- to mid-term investments.