Inspire Global Hope ETF (BLES)

Overview

The ETF Inspire Global Hope ETF (IGHP) is an actively managed exchange-traded fund focused on investing in companies that demonstrate a commitment to environmental, social, and governance (ESG) principles, particularly those that promote positive social impact and global hope. It targets companies across various sectors that are involved in areas such as sustainable development, social justice, and ethical business practices.

Reputation and Reliability

Inspire Investing is a smaller, faith-based asset manager known for its focus on Biblically responsible investing. While not as established as major ETF issuers, they have a clear mission-driven approach.

Management Expertise

The management team at Inspire Investing has expertise in ESG integration and a philosophy centered around aligning investments with faith-based values. Specific details on individual portfolio managers may vary.

Goal

To provide investors with exposure to companies that are actively contributing to positive global change and hope, while adhering to Biblically responsible investing principles.

Investment Approach and Strategy

Strategy: This ETF is actively managed, meaning it does not track a specific index. The portfolio managers select companies based on Inspire's proprietary ESG and Biblically responsible investing screening process.

Composition The ETF primarily holds global equities. The selection process prioritizes companies with strong ESG scores, positive social impact initiatives, and those that align with a Biblically responsible investment framework, excluding companies involved in certain industries (e.g., abortion, pornography, gambling, tobacco).

Market Share: As of recent data, the ETF Inspire Global Hope ETF is a niche player within the broader ESG ETF market, with a relatively small market share. Its specific market share percentage is not widely reported as a standalone figure but is understood to be a small fraction of the overall ESG ETF landscape.

Total Net Assets (AUM): 186500000

Key Competitors

• iShares MSCI KLD Select Social Index ETF (DSI)
• Vanguard ESG U.S. Stock ETF (ESGV)
• iShares MSCI ACWI ESG Leaders ETF (ACSG)

Competitive Landscape

The ESG ETF market is increasingly competitive, with many large asset managers offering a wide range of ESG-focused products. IGHP's niche focus on Biblically responsible investing distinguishes it from broader ESG ETFs. Its advantage lies in its specific value alignment for a particular investor base. However, it faces disadvantages in terms of scale, liquidity, and potentially broader diversification compared to larger competitors. The landscape is characterized by a growing demand for sustainable and ethical investing options.

Historical Performance: Historical performance data for ETF Inspire Global Hope ETF (IGHP) shows mixed results. Over the past year, it has shown positive returns, but longer-term performance (3-year, 5-year) has been more variable, often lagging behind broader market indices and some of its larger ESG ETF peers. This is not uncommon for niche or actively managed funds with specific exclusion criteria.

Benchmark Comparison: IGHP does not track a specific benchmark index due to its active management and proprietary screening methodology. When compared to broad ESG indices or even broad market indices, its performance has been inconsistent, sometimes underperforming and sometimes outperforming depending on market conditions and the specific holdings within its portfolio.

Expense Ratio: 0.65

Average Trading Volume

The ETF Inspire Global Hope ETF exhibits moderate average daily trading volume, which is typical for a smaller, specialized ETF.

Bid-Ask Spread

The bid-ask spread for IGHP is generally wider than that of larger, more liquid ETFs, indicating a slightly higher cost for active trading.

Market Environment Factors

The ETF Inspire Global Hope ETF is influenced by the growing global interest in ESG investing and socially responsible finance. Factors such as increased regulatory focus on ESG disclosures, investor demand for sustainable products, and the overall economic climate affecting equity markets play a significant role. Sector-specific performance within its chosen ESG themes (e.g., renewable energy, healthcare innovation) also impacts its trajectory.

Growth Trajectory

The ETF has seen steady growth in assets under management since its inception, reflecting the increasing interest in its specific investment philosophy. Its strategy remains focused on its core ESG and Biblically responsible investing principles, with potential for holding adjustments based on evolving ESG criteria and company performance within its ethical framework.

Competitive Edge

The ETF Inspire Global Hope ETF's primary competitive edge lies in its distinct focus on Biblically responsible investing (BRI), a niche within the broader ESG landscape. This appeals strongly to a specific investor segment seeking to align their financial portfolios with their faith-based values, avoiding industries deemed contrary to these principles. Its active management allows for tailored selection of companies believed to be making a positive global impact, potentially offering a more targeted approach than index-based ESG funds.

Volatility

The historical volatility of ETF Inspire Global Hope ETF has been comparable to its peer group of actively managed, specialized ESG ETFs. While not as volatile as some thematic ETFs, it can experience fluctuations tied to the performance of its specific holdings and the broader equity market.

Market Risk

The ETF is subject to market risk inherent in investing in equities, particularly global equities. Specific risks include potential underperformance due to the exclusion of certain profitable industries, concentration risk if its favored sectors experience downturns, and the risks associated with active management, where the fund's performance may not always align with investor expectations.

Ideal Investor Profile

The ideal investor for ETF Inspire Global Hope ETF is one who prioritizes aligning their investments with Biblically responsible investing principles and seeks to support companies making a positive social impact globally. This investor is likely values-driven and may be part of a faith-based community.

Market Risk

ETF Inspire Global Hope ETF is best suited for long-term investors who are committed to its specific ESG and BRI philosophy and are comfortable with the potential for its niche strategy to lead to periods of underperformance relative to broader market benchmarks. It is less suitable for active traders seeking short-term gains or investors who prioritize maximum diversification or purely financial returns without ethical considerations.

The ETF Inspire Global Hope ETF (IGHP) is an actively managed fund designed for investors seeking Biblically responsible investing opportunities that promote global hope and positive social impact. It screens companies based on a proprietary ESG and faith-based framework, excluding those in industries deemed objectionable. While it appeals to a specific values-driven investor, it faces competition from broader ESG ETFs and may exhibit variable performance due to its niche focus and active management.

Data Sources:

• Inspire Investing official website
• ETF provider data platforms (e.g., ETF.com, Morningstar)
• Financial news and analysis websites

Disclaimers:

This information is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the possible loss of principal. Investors should consult with a qualified financial advisor before making any investment decisions.