Ebi launches index - tracking impact range

Evidence Based Investing (ebi) has introduced a new index-tracking impact portfolio range, Impact, aimed at generating positive environmental and social outcomes. The suite comprises low-cost model portfolios for globally diversified impact solutions, investing in impact equity exchange-traded funds (ETFs) and a Global Green Bond solution. All funds are classified as Article 9 under the EU s Sustainable Finance Disclosure Regulation. The Impact equity portfolio invests in a range of global impact equity ETFs managed by Rize ETF, which tracks impact-focused indices. Rize ETF, part of global investment manager ARK Invest, is Europe s first specialist thematic ETF issuer. The Impact bond portfolio invests in a Global Green Bond solution managed by Northern Trust, tracking the Bloomberg MSCI Global Green Bond Index. The Impact range includes 11 portfolios with different risk profiles, ranging from 100% bond/0% equity to 0% bond/100% equity allocations. ebi s investment product manager, Jonathan Griffiths, highlighted the portfolios focus on generating positive, measurable, and sustainable social and environmental change alongside financial returns. In July 2024, ebi also launched Vantage Cash Plus, a low-cost money market model portfolio for yield-seeking investors. The portfolio invests in three underlying money market and liquidity-focused funds managed by Vanguard, Fidelity, and Northern Trust, with the latter incorporating ESG considerations at the fund level. As of July 2024, ebi reached £3bn in assets under management (AUM) and became part of the Bristol-based platform Parmenion in 2022.

Source: moneymarketing.co.uk
Published on 2024-09-16

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