KOCG provides exposure to companies from both developed and emerging markets that meet the United States Conference of Catholic Bishops Socially Responsible Investing Guidelines. The fund combines quantitative and qualitative analyses to select companies of any size with above-average investment potential. Stocks are then ranked using models that incorporate multiple fundamental factors. Highly ranked securities are evaluated based on fundamental data and macroeconomic considerations, while managing exposures to sectors and regions to ensure diversification. The fund excludes companies perceived to be in conflict with USCCB guidelines. As an actively managed fund, the portfolio manager can analyze market and financial data to make buy, sell, and hold decisions at their discretion.
公司网站 :
https://faithinvestorservices.com/fis-kocaa-etf-kocg/
总经理:-
建立时间:2021
公司总部:NEOS ETF Trust FIS Knights of Columbus Global Belief ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds