CBSEChangebridge Capital Sustainable Equity ETF
CBSE Fund Description
CBSE is an actively managed, concentrated portfolio of US-listed stocks that appear fundamentally undervalued and have positive environmental, social and governance attributes as viewed by the fund adviser.
CBSE Factset Analytics Insight
CBSE’s adviser curates a narrow list of 20-40 US-listed stocks believed to be positioned for outperformance, over the next 5 to 11 years, while maintaining lower volatility than the broader US equity market. The adviser combines a proprietary quantitative model and fundamental analysis to identify companies with attractive financials. Third-party research is utilized to screen for companies with positive ESG attributes. Stocks selected from this list are those in which valuations may be out of line with similar companies or those trading at significant discounts than the broader market.
CBSE MSCI ESG Analytics Insight
Changebridge Capital Sustainable Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.84 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Changebridge Capital Sustainable Equity ETF ranks in the 64th percentile within its peer group and in the 73th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
CBSE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
CBSE Summary Data
CBSE Portfolio Data
CBSE Index Data
CBSE Portfolio Management
CBSE Tax Exposures
CBSE Fund Structure
CBSE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CBSE. CBSE is rated a N/A out of 5.
CBSE Sector/Industry Breakdown
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CBSE Economic Development
CBSE Performance Statistics
CBSE MSCI ESG Ratings
CBSE Benchmark Comparison Summary
CBSE Benchmark Comparison Market Cap Size