IVRA uses a non-transparent, proxy portfolio structure which discloses holdings only on a quarterly basis with a 30-day lag. The fund actively selects socially conscious real assets firms of all sizes across North America using its own fundamental analysis to rate companies based on their long-term growth, with an ESG measures overlay, which comprises of a proprietary ESG screen that excludes firms involved in controversial industries (tobacco, weapon, recreational cannabis, extraction of thermal coal and fossil fuels), and further research which allocates all eligible securities in individual pillars of ESG framework and specific real asset sector. These pillars include environmental (natural resources), social (human rights), and governance pillar (management). As a non-transparent fund, IVRA publishes on its a website a proxy portfolio that represents its holdings and discloses its weight overlap which explains how similar the proxy portfolio is relative to the actual holdings.
公司网站 :
https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=ETF-IVRA
总经理:-
建立时间:2020
公司总部:Invesco Real Assets ESG ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds