Introduction
We’re excited to present our latest webinar celebrating the 2-year anniversary of our Rize Environmental Impact 100 UCITS ETF. This unique SFDR Article 9 strategy is built for impact investors focused on the green transition who are seeking for an exposure diversified beyond just clean energy.
Aligned with the EU’s own taxonomy objectives, our strategy invests across a series of critical sub-sectors that are presently beneficiaries of legislative programmes such as the deceptively named US Inflation Reduction Act and the EU Green Deal Industrial Plan. As one of Europe’s best performing Article 9 ETFs for 2023 YTD, the fund has quietly doubled its assets to $USD 65 million in the past 3 months (Bloomberg, 18 July 2023). The fund stands out by virtue of its low volatility and added features that incorporate fundamental (quality) screens.
During this webinar, we:
• Unpack the significant tailwinds for stocks associated with the green transition.
• Examine how Rize ETF have developed an impact investing strategy that provides exposure to stocks directly benefiting from the green transition.
• Take a closer look at specific companies that have been outperforming in 2023 across different environmental subsectors.
• Consider performance and risk attributes, and showcase how these are benefiting from macroeconomic stimuli and government mandates (such as the US Inflation Reduction Act).
