ClearBridge Sustainable Infrastructure ETF (INFR)

Overview

The ClearBridge Sustainable Infrastructure ETF seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ClearBridge Sustainable Infrastructure Index. It focuses on companies involved in sustainable infrastructure development and operation.

Reputation and Reliability

ClearBridge Investments is a well-known asset manager with a focus on fundamental, bottom-up research.

Management Expertise

ClearBridge has a team of experienced investment professionals focused on infrastructure and sustainability investing.

Goal

Seeks to provide investment results that correspond generally to the price and yield performance of the ClearBridge Sustainable Infrastructure Index.

Investment Approach and Strategy

Strategy: The ETF aims to track the ClearBridge Sustainable Infrastructure Index, which focuses on sustainable infrastructure companies.

Composition The ETF holds a portfolio of stocks of companies that derive a significant portion of their revenue from sustainable infrastructure activities.

Market Share: Market share depends on the specific definition of 'sustainable infrastructure' ETFs and the date. Actual values will be available on financial data platforms.

Total Net Assets (AUM): AUM data depends on the date, available on financial data platforms.

Key Competitors

• ICLN
• TAN
• QCLN
• FAN
• GRID

Competitive Landscape

The ETF market for sustainable infrastructure is competitive, with various ETFs focusing on different aspects and geographies. ClearBridge's focus on sustainability and its index methodology differentiate it. However, larger, more established ETFs like ICLN and QCLN may have greater liquidity and lower expense ratios.

Historical Performance: Historical performance data is available on financial data platforms for specific periods.

Benchmark Comparison: Performance should be compared to the ClearBridge Sustainable Infrastructure Index. Actual performance will be available on financial data platforms.

Expense Ratio: Expense ratio data is available on financial data platforms.

Average Trading Volume

Average trading volume data is available on financial data platforms.

Bid-Ask Spread

Bid-ask spread data is available on financial data platforms.

Market Environment Factors

Economic indicators, government policies supporting renewable energy, and technological advancements in sustainable infrastructure impact this ETF. Investor sentiment towards ESG investing also plays a role.

Growth Trajectory

Growth depends on the adoption of sustainable infrastructure solutions, government incentives, and private investment in the sector. Changes to the underlying index and holdings may also impact the trajectory.

Competitive Edge

ClearBridge Sustainable Infrastructure ETF's competitive edge may stem from its specific index methodology, which focuses on sustainable infrastructure companies. It leverages the expertise of ClearBridge Investments in identifying companies aligned with sustainability goals. The fund offers investors a targeted exposure to the sustainable infrastructure sector. The focus on companies actively involved in sustainable activities differentiates it from broader infrastructure ETFs. This targeted approach can appeal to investors specifically seeking sustainable investments.

Volatility

Volatility data is available on financial data platforms based on historical performance.

Market Risk

The ETF is subject to market risk, sector concentration risk (infrastructure), and regulatory risk related to the renewable energy and infrastructure sectors. Changes in government policies or commodity prices can impact the ETF's performance.

Ideal Investor Profile

The ideal investor is someone seeking exposure to the sustainable infrastructure sector, aligning investments with ESG values, and understanding the associated risks.

Market Risk

This ETF is suitable for long-term investors with a focus on sustainable investing. Active traders may find the volatility appealing, but the focus is generally on long-term growth.

The ClearBridge Sustainable Infrastructure ETF provides targeted exposure to companies involved in sustainable infrastructure. Its performance is closely tied to the growth and adoption of sustainable practices. Investors should consider the ETF's expense ratio, liquidity, and underlying risks before investing. It's suitable for long-term investors seeking ESG alignment and sector-specific exposure. Its competitive advantage rests on its focus on sustainable infrastructure and ClearBridgeu2019s expertise.

Data Sources:

• Financial data platforms (e.g., Bloomberg, Yahoo Finance, ETF.com), ClearBridge Investments website, Prospectus of the ETF

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share and AUM data are subject to change.