SROI aims for capital appreciation through investments in companies of any capitalization throughout the world. The adviser believes that competitive advantage and company appreciation are the results of a companys behavior and understanding of ESG risks and opportunities. In constructing the portfolio, the advisor seeks responsible companies with attractive financial attributes. Stock selection is based on a proprietary ESG rating system, incorporating both quantitative and qualitative factors. The ESG assessment involves a three-pronged process that includes exclusionary screens, materiality assessments, and environmental and social impact scoring. The funds adviser utilizes fundamental research, corporate disclosures, and third-party data to select stocks considered to have above average growth potential. The process also considers a companys position on governance, human development, and ecological impact. The fund maintains at least 40% exposure to emerging markets. Yet, as an actively managed fund, the advisors have full discretion in investment decisions.
公司网站 :
https://www.calamos.com/funds/etf/calamos-antetokounmpo-global-sustainable-equities-sroi/#_literature
总经理:-
建立时间:2023
公司总部:Calamos ETF Trust Calamos Antetokounmpo Global Sustainable Equities ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds