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Funds Group: Alpha Architects
Management Company:  Empowered Funds LLC
Funds Affected: Freedom 100 Emerging Markets ETF
Principal Sustainable Investment Management Strategy:  Thematic investing, negative screening (exclusions) 
Summary:

Country inclusion and weights are determined based on quantified data covering 79 personal and economic freedom factors. Factors are categorized into three main types of freedoms: the rights to life (such as absence of terrorism, human trafficking, torture, and political detentions), liberty (such as rule of law, due process, freedom of the press, freedom of religion, freedom of assembly), and property (such as marginal tax rates, access to international trade, business regulations, established monetary and fiscal institutions, and size of government). A quantitative model is used to weigh the countries based on human and economic freedom metrics that compiled by the Cato Institute, Fraser Institute, and the Friedrich Naumann Foundation for Freedom.

A Freedom Score is derived using a combination of the 79 factors and the Freedom Score is translated into a relative weight for each emerging market which can be positive or negative. Emerging market countries with positive weights are included.  Further, the higher a given emerging market’s Freedom Score, the higher its relative weighting while the lower a given emerging market’s Freedom Score, the lower its relative weight.  State owned enterprises are excluded from the security selection process.

Freedom metrics are used to determine country level index weights but not individual securities, and the ten largest securities in each country that meet minimum market capitalization and trading volume requirements are included.

The freedom metrics are used to calibrate life, liberty and property factors:

LIFE (Civil Freedom)

LBERTY (Political Freedom)

PROPERTY (Economic Freedom)

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments