Ashkon Software



IBD - Inspire Corporate Bond Impact ETF

Inspire Corporate Bond Impact ETF logoThe Inspire Corporate Bond Impact ETF (IBD) is an exchange-traded fund (ETF) that aims to invest in corporate bonds issued by companies that demonstrate positive environmental, social, and governance (ESG) characteristics.

As of September 2021, the fund had a net asset value of approximately $54 million and an expense ratio of 0.61%. The ETF's holdings are primarily in investment-grade corporate bonds and the top ten holdings make up approximately 19% of the portfolio.

IBD's investment strategy is based on the Inspire Impact Score, which is a proprietary scoring system that evaluates companies based on their positive impact in various areas such as environmental stewardship, social impact, and corporate governance. The ETF invests in bonds issued by companies that score highly on this rating system and exclude companies that do not meet their ESG criteria.

One potential benefit of IBD is that it allows investors to invest in bonds of companies that are making a positive impact on society and the environment while potentially generating returns. However, it's important to note that like all bond funds, IBD carries some risks, including interest rate risk, credit risk, and market risk. Changes in interest rates can affect the value of the fund's holdings, while credit risk refers to the possibility of issuers defaulting on their debt obligations. Market risk refers to the risk of the bond market experiencing volatility, which can impact the value of the ETF.

Investors should carefully consider their investment objectives, risk tolerance, and consult with a financial professional before making any investment decisions.




Copyright © 2000-2023, Ashkon Software LLC
Privacy Policy | Refund Policy | Disclaimer