Institutional manager Sustainable Leaders Investment Management is prepping an ETF that would invest in companies that are part of the energy transition.
The SL Transition Infrastructure and Innovation ETF would hold stocks of “transition infrastructure companies,” which include those involved in “lower-carbon energy production, distribution, storage, transport, and associated supply chain, material provider and technology companies,” a filing made Wednesday with the Securities and Exchange Commission states.
Subadviser to the fund would be Vident Investment Advisory, and the portfolio manager is listed as Sustainable Leaders CIO Gregory LeBlanc.
The ETF would have total expenses of 75 basis points, according to the initial prospectus.
The product appears to be the first retail fund that Boston-based Sustainable Leaders would provide.
This story was originally published on ESG Clarity.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.