ETFB Green SRI REITs ETF (RITA)

Overview

The company's focus revolves around a specialized financial product that integrates the principles of socially responsible investing (SRI) and green investing criteria into its core investment strategy. It is designed for investors looking to align their investment choices with their ethical, social, and environmental values. The fund primarily invests in real estate investment trusts (REITs) listed in developed markets that pass rigorous SRI and green investing filters as determined by IdealRatings, Inc. To adhere to its investment mandate, the fund commits at least 80% of its net assets to REITs that qualify based on the SRI and Green Screening criteria at the time of the index's most recent reconstitution. By focusing on REITs that meet these specific criteria, the company provides an investment vehicle that seeks to contribute positively to societal and environmental outcomes while targeting financial returns for its investors. Despite the fund's focus on ethical and green investing, it is classified as non-diversified, meaning it may invest more of its assets in a smaller number of issuers, which could increase risk.

Products and Services

The company offers an innovative investment product that caters to the growing demand for ethical and environmentally friendly investment opportunities. Below are the key characteristics of its offering:

• Socially Responsible Investing (SRI) REITs Portfolio: The fund invests in a portfolio of REITs that operate within developed markets and have passed rigorous social, ethical, and environmental screenings. These REITs are selected based on their ability to meet high standards of social responsibility, governance, and environmental sustainability. This approach allows investors to contribute to positive societal impacts without compromising on potential financial returns.
• Green Screening Criteria: In addition to SRI considerations, the fund implements green screening to ensure its investments support environmental sustainability. REITs included in the portfolio must engage in practices or own properties that adhere to green building standards, energy efficiency, and other environmental benchmarks. This layer of screening aims to reduce the environmental footprint of the investments and align with the values of investors who prioritize ecological stewardship.