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.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
