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CBSE - Changebridge Capital Sustainable Equity ETF

Changebridge Capital Sustainable Equity ETF logoChangebridge Capital Sustainable Equity ETF (CBSE) is an exchange-traded fund that seeks to invest in US-based small- and mid-cap companies that demonstrate a commitment to sustainable and socially responsible practices. The fund was launched by Changebridge Capital in May 2021 and is listed on the New York Stock Exchange (NYSE).

CBSE seeks to track the performance of the Changebridge Capital Sustainable Equity Index, which is designed to provide exposure to companies with strong environmental, social, and governance (ESG) characteristics, as well as financial metrics. The index uses a rules-based methodology to select and weight companies based on factors such as carbon emissions, water usage, employee diversity, and board independence.

As of September 2021, CBSE held 187 positions, with the largest holdings in the technology, healthcare, and industrial sectors. The fund has an expense ratio of 0.59%, which is relatively low compared to other ESG-focused ETFs. CBSE has gained attention from investors looking to align their portfolios with ESG principles and capitalize on the growing interest in sustainable investing.

It's worth noting that while ESG ETFs like CBSE can provide exposure to companies that are considered to be more socially responsible, they may not necessarily outperform traditional funds in terms of financial returns. Investors should carefully consider their investment objectives, risk tolerance, and financial circumstances before investing in CBSE or any other ETF.




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