Category: Personality

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 [...]

Categories: Advisors, ESG, Personality, Purpose, Viewpoints|

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 [...]

Categories: Advisors, ESG, Personality, Purpose, Viewpoints|

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? [...]

Categories: Advisors, Personality, Security, Viewpoints|

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 [...]

Categories: Advisors, ESG, Personality, Purpose|

Where Faith Meets Finance: Biblically Responsible Investing

Religious beliefs often guide charitable giving. But they can also guide investment choices.  In today’s world of bespoke clothing and customized coffee, more and more investors are looking to extending the trend of personalization to their portfolios. For many, this means making sure their investments and values are aligned. A staunch environmentalist may buy shares of an electric carmaker, for example, while someone passionate about gender equality may divest from a company with an all-male board. Still, some investors may be reluctant to tell their advisors about one very personal area of interest: their religion. While [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Risk, Viewpoints|

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 [...]

Categories: Advisors, ESG, Personality, Purpose|

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