RISNInspire Tactical Balanced ESG ETF
RISN Fund Description
RISN is an actively-managed fund that tactically shift exposure between US equities and treasurys, or other defensive assets, that are screened for biblically-aligned ESG criteria.
RISN Factset Analytics Insight
RISN is actively-managed to allocate exposure among asset classes while applying a faith-based ESG criteria in screening a company’s 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 their 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.
RISN MSCI ESG Analytics Insight
Inspire Tactical Balanced ESG ETF has an MSCI ESG Fund Rating of AA based on a score of 7.49 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. Inspire Tactical Balanced ESG ETF ranks in the 84th percentile within its peer group and in the 100th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RISN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RISN. RISN is rated a N/A out of 5.