RISN is actively-managed to allocate exposure among asset classes while applying a faith-based criteria, as defined by the Issuer, in screening a companys operations. The fund applies technical analysis signals to shift strategy depending on the stock market condition. When the market is uptrend, RISN invests in US large-caps, while in downtrend, it shifts to US treasurys via ETFs, corporate bonds of any credit quality, agency bonds, and commodity (specifically GLD). To narrow down its investment universe, the fund utilizes its own rule-based scoring system that assigns a score to each security based on their alignment with biblical values and positive impact in the world. The scoring is based on fundamental analysis on public information regarding business and legal activities, products, services, philanthropy, policies and practices. Securities whose activities or products are not biblical-aligned, according to the Issuer, are removed from the universe, while those with positive scores are considered for the portfolio. Between March 30 and August 19, 2022, the fund's name included a reference to 'ESG'. The name changes did not impact the fund strategy.
公司网站 :
https://www.inspireetf.com/risn
总经理:-
建立时间:2020
公司总部:Inspire Tactical Balanced ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds