At a Glance

Assets under management: < $50 million

Strategy: ETF (ESG)

Year Founded: 2016

Headquarters: Longmont, CO

CIO: Andrew Rodriguez

Change Finance

Change Finance is a 21st century financial company built to meet the growing demand for impact investing products in public markets. The company designs and builds performance-oriented ETFs designed to drive social and environmental justice through investment. To that end Change Finance launched the Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX) in 2017.

Our proprietary impact methodology goes beyond environmental, social, and governance (ESG) screens, assessing companies on more than 50 additional metrics related to how companies impact land, air, water, biodiversity, people, and ethics. This isn’t just a moral argument. Investing in companies who meet our impact standards may pose less risk related to issues like climate change and stranded assets, social license, and litigation. This is simply good investing.

Funds like CHGX help investors and advisers move investments from harm to healing, signaling to financial markets that it is time for an economy in service to life.

PROSPECTUS

DOWNLOAD UNDERSTANDING CHGX

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Q4 PERFORMANCE

 

Investing involves Risk. Principal loss is possible. Investments in Real Estate Investment Trusts (REITs) involve additional risks such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. The social, governance, and/or environmental policy of the Fund could cause it to make or avoid investment that could result in the portfolio underperforming similar funds that do not have such policies. The Fund is a recently organized, diversified management investment company with no operating history. As a result, prospective investors have no track record on which to base their investment decisions.

Diversification does not assure a profit or protect against a loss in a declining market.

The Change Finance U.S. Large Cap Fossil Fuel Free ETF is distributed by Quasar Distributors, LLC. The fund’s investment advisor is Change Finance, PBC. and Change Finance, PBC owns the index that underlines the fund. Quasar is not affiliated with Change Finance.