Key information

🔎 Fund Overview

The SerenityShares IMPACT ETF seeks to track the price and yield, before expenses, of the SSI IMPACT Index--a passive, rules-based methodology to identify US-listed companies whose products and services address the needs of society and the planet. Using the ETF structure, the fund provides investors with an easy, liquid, and transparent vehicle to make impact investments in public equities. “ICAN” is a single-fund solution that provides investors with the opportunity to make an impact on the world while pursuing a financial return. It expands the available asset classes beyond private-equity and debt using an ETF structure to offer a diversified portfolio of U.S-listed companies that operate in areas of impact. Beginning with a list of all 6500+ companies listed on the NYSE and NASDAQ, screens are applied to (a) eliminate companies involved with tobacco; oil, gas, and coal exploration; and weapons, and (b) select companies that meet our market cap, price, and liquidity screens. We review all remaining companies to identify firms whose activities have a direct, beneficial impact that addresses the societal, social, or environmental challenges that govern the underlying index.