The ESG Neutral index selects its constituents from the 1500 largest U.S. market cap companies. Companies included in the investment set are screened based on their neutral rating on each of the six social issue categories. A company must score a 3.0 on each social issue scored by 2ndVote, which currently includes: Life, Basic Freedoms, 2nd Amendment, Civil/Safe Society, Education, and Environment. The index is comprised of the 50 stocks that meet the social issue screen and have the highest financial position scores for the prevailing monetary environment. Stocks are weighted in the index according to their financial position score i.e., stocks with higher scores are assigned greater weight in the index. Rebalancing is done at the discretion of the 2ndVote Advisers Index Committee, and the index is disseminated on the end-of-day basis.
Composition and Weights
This document is provided for information purposes only and is intended for use by institutional and professional investors. The information presented herein prior to the index launch date of June 17, 2021 is based on the same methodology in effect when the index was officially launched. For prior periods, the information and data presented regarding the index assumes that the same evaluation of companies existed in all prior periods as it did on the index launch date and, among other things, does not take into account current business, market or financial conditions. 2VA receives compensation in connection with licensing its indices to clients and for providing custom advisory services. The performance results presented do not reflect the deduction of 2VA’s management fees or other customary expenses that may be incurred in the management of a client’s account. The performance results are not GIPS compliant. Past performance is not an indication or guarantee of future results. 2VA makes no representation or warranty, express or implied as to the ability of the index to accurately represent any asset class or market sector that it purports to represent. This document does not constitute an offer of any services or product. All information provided by 2VA is general in nature and not tailored to the needs of any person, entity or third-party. It is not possible to invest directly in an index. 2VA is an investment adviser registered with the Securities and Exchange Commission. Registration does not indicate any level of skill or training. For more information on any of our services please visit www.2ndvotefunds.com. This document is confidential. Redistribution or reproduction in whole or in part of this document is prohibited.