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Long position. This transaction is suitable with the investment strategy of the fund as the company has been a TOP30 performer among S&P500 companies during past six months. This particular amount of stocks of the company will faciliate an investment portfolio with equal weights.
Passive Corporate Sustainability Strategy | value-weighted by market cap | Top 20 US companies with highest SAM ratings | Machinery and Electrical Equipment | number 11
The fund is designed to work on the principles of the Design Value Index (DVI) created by the Design Management Institute (DMI), with a few alterations based on our interests. According to the DMI, the DVI Index, has over the course of 10 years (2005 to 2015), outperformed the S&P 500 Index by 211%. “The DVI Index constitutes of 16 publicly traded US companies who are considered to be ‘design centric’ based on a criteria that reflects the best practices in design management (Rae, 2016). The index already includes companies that are operating in various, different industries; however, for our fund, we have chosen 13 out of the 16 companies by 3 major industries: Technology, Retail, and Manufacturing. The fund shall invest 30% into each of the following industries, and 10% into national bonds. The 10% invested into national bonds is designed to make the fund even more risk durable. Some of the companies included in this fund are: Apple, IBM, Coca-Cola, Procter & Gamble, and Ford. The 5 largest investments of this fund, by US Dollar value are in: • US Treasury Bond (TLT) • Apple Inc. • IBM • Intuit • Ford Motor Company The fund is passively managed, with low expenses, and minimized net tracking error and shall operate on a buy and hold principle. Launch Date: January 13, 2020 Calculation Currency: US Dollar ($) Rebalancing Frequency: Annually in January Weighted Method: Modified Market Cap Weighted