Hennessy Stance ESG ETF (STNC)

Overview

The fund described is a forward-thinking investment vehicle that seeks to align financial growth with environmental, social, and governance (ESG) principles. It operates as an actively managed exchange-traded fund (ETF), specializing in investing in U.S. issuers that adhere to recognized ESG standards. This approach not only allows investors to participate in the financial markets but also to support companies committed to positive societal impacts, environmental sustainability, and responsible governance practices.

Products and Services

• ESG Compliant Equity Investments

  This product focuses on equity securities of U.S. issuers that meet certain environmental, social, and governance standards, as determined by the fund's sub-adviser. The aim is to provide investors with the opportunity to invest in companies that are not only financially viable but also operate in a way that is sustainable and beneficial to society. The selection process involves thorough assessment against ESG criteria, ensuring that the investments align with the ethical and social values of the investors.

• Active ETF Management

  The fund is actively managed, which means that its investment team continually monitors the portfolio to ensure it meets its investment objectives. Active management allows the fund to respond quickly to market changes, ESG performance changes among companies, and other factors that could impact investment outcomes. This approach aims to optimize returns for investors, while still adhering to the fund's ESG investment criteria.