| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,115 | $1.01M | $1.07M | $57,007.59 | 5.65% |
| BATS Exchange | US Country |
The described fund is an investment vehicle that primarily focuses on equity and equity-related securities of companies striving to tackle social and environmental challenges. These challenges align with the goals outlined by the United Nations Sustainable Development Goals (UN SDGs). The fund leverages proprietary research and a unique portfolio construction process to select investments that not only offer financial returns but also contribute positively to the world. Given its commitment to investing a minimum of 80% of its assets in such companies, it positions itself as a proactive participant in addressing global issues through investment. The fund's strategy is indicative of a growing trend towards sustainable and impact investing, where the emphasis extends beyond financial gain to include societal and environmental benefits. Despite being non-diversified, which may suggest a higher risk due to concentration in select investments, the focus on UN SDGs provides a distinctive thematic approach to investing with potential for positive impact.
Investments focused on equity and equity-related securities of companies engaged in activities that are expected to address social and environmental challenges. Through a rigorous selection process based on the fund's proprietary research, the aim is to support businesses that demonstrate not only potential for financial returns but also a clear commitment to the advancement of UN SDGs.
The fund employs its own proprietary research methodology to identify potential investment opportunities. This involves a deep dive into companies' operations, strategies, and impact on social and environmental issues, assessing how well they align with the UN SDGs. Leveraging this research, the fund constructs its portfolio, aiming to balance financial returns with sustainable impact. This unique approach ensures a targeted investment strategy dedicated to contributing positively to global challenges.