Home Biomedical research AVANTIS INVESTORS LAUNCHES ITS FIRST RESPONSIBLE ETFS

AVANTIS INVESTORS LAUNCHES ITS FIRST RESPONSIBLE ETFS

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Launch of Responsible US Equity ETF and Responsible International Equity ETF the 17th of Marchwhile the Responsible Emerging Markets ETF is listed today.

“We are excited to offer three new, broadly diversified and tax-efficient ETFs to enable investors to make sustainable investments – socially and environmentally responsible investments,” said Edouard Repetto, Chief Investment Officer of Avantis. “We’ve priced these strategies in line with our conventional equity ETFs because we believe investors hoping to integrate their ESG considerations into their investment portfolios shouldn’t face higher fees.”

The ETFs will be co-managed by Repetto and Senior Portfolio Managers Matthew Dubin, Michael Firestein, Daniel OngCFAand Ted Randall.

Here is information on the new ETFs:

name

Expense ratio

Strategy

Avantis Responsible US Equity ETF

.15%

The fund invests primarily in a diversified group of US companies across all market sectors and industry groups. The fund may invest in companies of any market capitalisation.

The portfolio management team limits its investment universe of companies by selecting those that raise concerns based on the team’s assessment of several ESG metrics.

Avantis Responsible International Equity ETF

.23%

The fund invests primarily in a diversified group of non-US companies across countries, market sectors and industry groups. The fund may invest in companies of any market capitalization.

The portfolio management team limits its investment universe of companies by selecting those that raise concerns based on the team’s assessment of several ESG metrics.

Avantis Responsible Emerging Markets Equity ETF

.33%

The fund invests primarily in a diversified group of emerging market-related companies across all market sectors, industry groups and countries. The fund may invest in companies of any market capitalization. The portfolio management team limits its investment universe of companies by selecting those that raise concerns based on the team’s assessment of several ESG metrics.

The new funds join Avantis Investors’ lineup of 11 ETFs, most of which have matching mutual funds: Avantis Core Fixed Income; Avantis Core Municipal Fixed Income; Avantis Emerging Markets Equity; Avantis International Equity; Avantis International Small Cap Value; Avantis Short Term Fixed Income; Avantis US Equity; Avantis US Small Cap Value; Avantis International Large Cap Value ETF; Avantis Real Estate ETF; and Avantis US Large Cap Value ETF .

Avantis Investors, created to help clients achieve their investment goals with a focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for added value with the indexing reliability, is led by Repetto and the COO Patrick KeatingCFA, CPA.

On Investments of the American Century
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting cutting-edge medical research. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices located in new York; London; Frankfurt; hong kong; sydney; Mountain View, California.; and Kansas City, Mo. Jonathan S.Thomas is President and Chief Executive Officer, and victor zhang holds the position of Chief Investment Officer. Providing investment results to clients enables American Century Investments to distribute more than 40% of its dividends to the Stowers Institute for Medical Research, a 500-person nonprofit basic biomedical research organization. The Institute owns over 40% of American Century Investments and has received dividends from $1.8 billion since 2000. For more information about American Century Investments, visit www.americancentury.com.

*Assets under supervision at 09/02/2022

You should carefully consider the investment objectives, risks and charges and expenses of the fund before investing. The prospectus or simplified prospectus of the fund, which can be obtained by visiting www.AvantisInvestors.com or by calling 1-833-9AVANTIS, contains this and other fund information and should be read carefully before investing. Investments are subject to market risk.

Exchange-traded funds (ETFs) are bought and sold through exchange transactions at market price (not net asset value) and are not individually redeemed by the fund. Shares may trade at a premium or discount to their net asset value in the secondary market. Brokerage commissions will reduce returns.

AVSU, AVSD and AVSE only: The portfolio management team limits its investment universe of companies by selecting those of concern based on the team’s assessment of several environmental, social and corporate governance (ESG) measures . Portfolio managers use ESG data from third-party sources, along with proprietary ratings, to decide which stocks should be excluded due to ESG concerns. Because the portfolio managers select securities based on ESG characteristics, the fund may exclude securities from certain issuers or industry sectors for non-financial reasons and therefore the fund may behave differently or maintain a different profile. risk different from that of the market in general or compared to funds that do not use similar ESG screens. Investing based on ESG considerations can also prioritize long-term returns over short-term ones. Due to the lack of regulation and uniform reporting standards regarding the ESG characteristics of issuers, ESG data may be inconsistent or inaccurate from one source to another. Additionally, all relevant ESG data considered by the team may not be available for an issuer.

AVSU, AVSD and AVSE only: Historically, small cap stocks have been more volatile than stocks of larger, more established companies. Smaller companies may have limited resources, product lines and markets, and their securities may trade less frequently and in more limited volumes than securities of larger companies.

AVSD and AVSE Only: International investing involves special risks, such as political instability and currency fluctuations.

AVSE Only: International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may heighten these risks.

These funds are actively managed ETFs that do not seek to replicate the performance of any specific index. In determining whether to buy or sell a security, portfolio managers consider, among other things, various fund requirements and standards, as well as economic conditions, alternative investments, interest rates and various credit measures. If the portfolio manager’s considerations are inaccurate or misapplied, fund performance may suffer.

Investment returns and the principal value of securities investments will fluctuate. The value at redemption may be more or less than the original cost. Past performance is not indicative of future results.

This information is for educational purposes only and does not constitute tax advice. Please consult your tax advisor for more detailed information or advice regarding your personal situation.

  • IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written for use, and may not be used, in connection with the promotion, marketing or endorsement by anyone not affiliated with American Century Companies, Inc. of any matters discussed herein or for the purpose of avoiding US penalty taxes.

Exchange Traded Funds (ETFs): Foreside Fund Services, LLC, distributor, not affiliated with American Century Investment Services, Inc.

Mutual Funds: American Century Investments Services, Inc., Distributor

©2022 American Century Proprietary Holdings, Inc. All rights reserved.

Contact: Laura Kouri
(816) 516-7729
Media line
(816) 340-7033

SOURCE American Century Investments