The year of shareholder voting was a watershed year in 2021. The last year saw a 27% increase in the number of environmental and social proposals submitted – with support reaching an average of 34%. Despite this, even on important issues such as climate, 80% of the proposals still failed. As a financial advisor, we believe you can help your clients drive these changes and make a positive impact by leveraging their investment portfolios.
1 by TIFIN and our panel of experts from Magnify for an interactive discussion about:
- Current status of impact investing and active ownership in public equities
- How financial advisors can help clients impact climate change and DEI with their portfolios
- Tools for advisors to discover and analyze socially responsible investments
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.
sponsored by
Matt Barley, RCP®
Consultant Director of Sales
TIFIN. by Magnify
Yasmin Dahya Bilger
Head of ETFs
engine number 1
Michael O’Leary
Managing Director
engine number 1
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Disclaimer
For institutional use only. Not for use with the retail public.
You should carefully consider the investment objectives, risks, charges and expenses of the Engine No. 1 Transform 500 ETF (Fund) before investing. This and other information will be included in a prospectus for the fund, a copy of which can be obtained by email [email protected] Or by referring to this website, ETF.Engine1.com. Please read this brochure carefully before investing.
Investing involves risk and potential loss of principal. It is not recommended to buy or sell with reference to other securities.
Shares of any ETF are bought and sold at market value (not NAV), may trade at a discount or premium to the NAV and are not redeemed from the fund individually. Returns from brokerage commission will be less.
Major Risks: The Engine No. 1 Transform 500 ETF (“Fund”) is not actively managed, and the investment advisor, Fund Management at Engine No. 1 LLC, generally does not attempt to take a defensive position under any market conditions, including declining markets. Is. Funds may be subject to tracking error, which is a deviation of the fund’s performance from the underlying index. Large capitalization companies may be less able than smaller capitalization companies to adapt to changing market conditions. The fund may have exposure to derivative instruments. Please refer to the prospectus for a complete list of risks associated with the fund.
When the fund engages in active ownership, such activities may not succeed, or even if successful, the fund’s investment value may be lost. Additionally, active ownership may incur additional costs to the fund that other similar index funds may not experience. Furthermore, while Engine No. 1 may seek an active ownership approach, there are regulatory restrictions that may limit the nature and extent of engagement under certain circumstances. Nevertheless, Engine No. 1 seeks to explore opportunities to employ its active ownership beliefs where possible, taking into account such regulatory limitations.
Distributed by Foreside Financial Services, LLC.
©2022 Engine No. 1 LP
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Advisory services are provided through Magnify LLC, an SEC registered investment advisor. Registering as an investment advisor does not imply a certain level of skill or training. The information contained herein should not be construed or interpreted as an offer to sell or solicit advice to any resident of any state where the notice is filed or otherwise legally permitted. All content is for informational purposes only. It is not intended to provide any tax or legal advice or to provide the basis for any financial decision. Nor is it intended to be an indication of current or future performance or future results. In addition, this material is taken from sources believed to be reliable, but accuracy and completeness are not guaranteed and are not a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance and time frame. Investing always involves risk and potential loss of capital.
