WisdomTree International ESG Fund (RESD)

Overview

This actively managed fund employs a model-based approach to investment, focusing primarily on equity securities. Its strategy is to invest in companies showing significant potential for returns, driven by a blend of proprietary fundamental and technical factors. This includes considerations of value, quality, momentum, and correlation, alongside a strong emphasis on environmental, social, and governance (ESG) criteria. The fund operates with a non-diversified portfolio, potentially allowing it to achieve higher returns by taking more concentrated positions in its selected equity securities.

Products and Services

• Actively Managed Equity Investments

  The fund specializes in actively managing equity investments, with a strategic focus on selecting companies exhibiting strong potential for returns. This is achieved through a rigorous analysis of both fundamental factors, like value and quality of the company, and technical factors, such as stock momentum and its correlation with various market indicators.

• ESG-Compliant Investment Options

  Reflecting a growing demand for sustainable and ethically managed investments, this fund prioritizes companies with favorable environmental, social, and governance characteristics. This approach not only aligns with investor values but also identifies companies with resilient and sustainable business models likely to succeed in the long term.