ClearShares OCIO ETF (OCIO)

Overview

The company operates as an investment fund, with a strategic focus on diversifying its portfolio through a blend of equity securities and debt obligations. The investment strategy is designed to balance risk and return by allocating its assets across different types of investments. The fund aims to invest a significant portion of its assets in equity securities, which include stocks from both U.S. and foreign markets. This approach allows the fund to participate in the growth potential of various companies and industries across the globe. In addition to equity investments, the fund also places a substantial emphasis on investing in debt obligations, including underlying funds that focus on this type of investment. This balanced investment strategy seeks to provide investors with a mix of income, capital preservation, and growth, catering to a broad range of investment goals and preferences.

Products and Services

• Equity Securities Investments

  The fund allocates between 40% and 70% of its total assets to equity securities. This investment is channeled directly into U.S. equity securities or through Underlying Investments focusing on U.S. or foreign equity markets. The broad market capitalization spectrum of these investments allows the fund to capture growth opportunities in various sectors and regions, providing potential for capital appreciation to its investors.

• Debt Obligations Investments

  Complementing its equity portfolio, the fund invests around 20% to 50% of its total assets in debt obligations. These investments are primarily made through underlying funds specializing in debt instruments. By including debt obligations in its portfolio, the fund aims to achieve a balance between growth and income generation, focusing on capital preservation and providing a steady income stream to its investors amidst market volatility.