Shareholder voting had a watershed year in 2021. Last year saw an increase of 27% in the number of environmental and social proposals submitted—with support reaching 34% on average. Despite this, 80% of proposals still failed, even on critical issues like the climate. As a financial advisor, we believe you can help your clients drive these changes and make a positive impact by leveraging their investment portfolios.
Join our panel of experts from Engine No. 1 and Magnifi by TIFIN for an interactive discussion about:
The current state of impact investing and active ownership in public equities
How financial advisors can help clients drive impact on 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 approved.
Sponsored by
Matt Barley, RICP® Director of Advisor Sales Magnifi by TIFIN
DISCLAIMERS For Institutional Use Only. Not For Use with The Retail Public.
Before investing you should carefully consider the investment objectives, risks, charges and expenses of the Engine No. 1 Transform 500 ETF (the Fund). This and other information will be included in a prospectus for the Fund, a copy of which may be obtained by emailing [email protected] or by referring to this website, ETF.Engine1.com. Please read this prospectus carefully before you invest.
Investing involves risk and the potential loss of principal. References to other securities is not a recommendation to buy or sell.
Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
Key Risks: The Engine No. 1 Transform 500 ETF (the “Fund”) is not actively managed, and the investment adviser, Fund Management at Engine No. 1 LLC, generally does not attempt to take defensive positions under any market conditions, including declining markets. The Fund may be subject to tracking error, which is the divergence of the Fund’s performance from that of the underlying index. Large-capitalization companies may be less able than smaller capitalization companies to adapt to changing market conditions. The Fund can have exposure to derivative instruments. Please see the prospectus for a full list of risks associated with the Fund.
When the Fund engages in active ownership, such activities may not be successful, or even if successful, the Fund’s investment may lose value. Additionally, active ownership may cause the Fund to incur additional expenses that another similar index fund may not experience. In addition, while Engine No. 1 may seek an active ownership approach, there are regulatory restrictions applicable that may limit the nature and extent of engagement in certain circumstances. Nonetheless, Engine No. 1 intends to seek opportunities where possible to employ its active ownership beliefs, while being mindful of such regulatory limits.
Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be 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 horizons. Investing always involves risk and possible loss of capital.
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Matt Barley, RICP®
Michael O’Leary
