InsightShares LGBT Employment Equality ETF (PRID)

Overview

The investment outlined seeks to closely follow the performance of the UBS LGBT Employment Equality Index. This objective is pursued with the intent to mirror, prior to the deduction of fees and expenses, both the price and yield metrics of the stated index. Committing at least 80% of its aggregate assets into the securities that comprise the index, the strategy centers around investing in significant U.S. companies. These companies are distinguished for their forward-thinking and supportive environments towards lesbian, gay, bisexual, and transgender (LGBT) employees. These workplace practices are identified through ratings provided by the Human Rights Campaign Foundation’s Corporate Equality Index® (CEI), ensuring the investments align with progressive employment equality standards.

Products and Services

• Index Tracking Investment Vehicle

This product is dedicated to replicating the performance of the UBS LGBT Employment Equality Index. It is ideally suited for investors looking to invest in companies leading in workplace equality for LGBT employees without actively managing their portfolios. By targeting the constituents of this index, the investment vehicle emphasizes both the ethical stance and the financial health of companies committed to LGBT equality.

• Corporate Equality Index-Based Investment Strategy

This service involves the strategic selection of companies for investment, predicated on their scoring in the Human Rights Campaign Foundation’s Corporate Equality Index® (CEI). It uniquely caters to investors who prioritize corporate social responsibility alongside financial returns. By focusing on firms that attain high CEI scores, the strategy underlines the significance of inclusive and equitable workplace practices in driving corporate success and investor confidence.