RISN Profile
The Inspire Tactical Large Cap ESG ETF is an actively managed exchange-traded fund that employs a proprietary technical analysis system to dynamically adjust its investment strategy. The fund is designed to capitalize on market trends by reallocating its assets based on prevailing market conditions, focusing primarily on U.S. large-cap stocks and various fixed-income and alternative securities.
When the fund's technical analysis system identifies an uptrend in the U.S. large-cap stock market, it strategically allocates capital into a diversified portfolio of U.S. large-cap equities. This approach aims to capture potential growth and capital appreciation from leading U.S. companies. Conversely, during market downtrends or periods of anticipated volatility, the fund shifts its investments into safer, income-generating assets.
In downtrend scenarios, the fund reallocates its assets into U.S. Treasury bonds through third-party ETFs, as well as investment-grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products (ETPs) and exchange-traded notes (ETNs) like SPDR Gold Shares (GLD). This strategy is designed to provide capital preservation and stable returns by diversifying into assets traditionally considered safer or that tend to appreciate during market declines.
The fund's flexible approach combines tactical asset allocation with a focus on ESG (Environmental, Social, and Governance) criteria, reflecting its commitment to sustainable investing practices. By adjusting its investments based on market trends and maintaining a focus on ESG principles, the fund seeks to offer investors both capital growth potential and risk management in varying market conditions.
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