Category: Advisors
A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. The last few years, issues related to supply chain and domestic production have come into view front and center. We sat down with Emles, creators of the Made in America ETF (AMER), to understand where they see advantages for U.S. production growth and the future of domestic manufacturing. AMER provides investors exposure to companies that potentially stand to benefit from increased manufacturing domestically. Positivly: As [...]
A Conversation with abrdn: Industrial Metals and the Global Energy Transition
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM), to understand why they chose a focus on industrial metals for a thematic ETF. The Fund seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the [...]
A Conversation with Swan Global Investments: What Investors Should Know About Hedged Equity
With the myriad of different products and strategies related to investing, there’s plenty that investors may not be aware of. One example would be hedged equity. While most investors will know what hedging and equities are, we sat down with Swan Global Investments, creators of the Swan Hedged Equity US Large Cap ETF (HEGD), to learn more about what exactly Hedged Equity together means. Built upon a process launched in 1997, the Swan Hedged Equity US Large Cap ETF (HEGD) seeks long-term capital appreciation while mitigating overall market risk. Positivly: So what, really, is hedged equity? [...]
A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization
As more people take the Positivly Financial Personality Assessment, it has become clear that a significant number of investors are passionate about ESG and putting their money where their minds are through Purpose investing. We recently sat down with Breakwave Advisors and Sea/Switch, partners in the ETFMG Breakwave Sea Decarbonization Tech ETF (BSEA), to understand how investors can express their views on ESG, climate change, and decarbonization through the shipping sector. Positivly: What is “marine decarbonization” and why did you pursue it as a strategy? Breakwave: The maritime industry currently accounts for roughly 3% of global [...]
A Conversation with Change Finance: The First-Ever Certified Carbon Neutral Fund
As more people take the Positivly Financial Personality Assessment, it becomes clear that a significant number of investors care about ESG and putting their money where their minds are. We recently sat down with Change Finance, creators of the first ever Certified Carbon Neutral Fund (Change Finance US Large Cap Fossil Fuel Free ETF – CHGX) to learn more about innovation in the purpose-based ETF space. Positivly: What is a Certified Carbon Neutral Fund and why did you pursue its creation? Change Finance: Climate change is an existential threat to life as we know it. Full [...]
Harnessing the Power of Intrinsic Motivation for HNW Clients
Joining a co-ed soccer league. Learning to say beautiful words in Italian. Improving your woodworking skills. Starting a garage band with the neighbors. Re-reading all the Harry Potter books in order. What do all of these things have in common? They're fueled by intrinsic motivation. According to Healthline, intrinsic motivation is "the act of doing something without any obvious external rewards." These are things you choose to do merely because you enjoy them, not because of any outside incentive or pressure. So how does that apply to investing? Positivly created the Financial Personality Assessment based on [...]
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