As You Sow, Proxy Impact Launch ESG Proxy Voting Service
As You Sow, a non-profit shareholder advocacy organization headquartered in Berkeley, Calif., has launched As You Vote in partnership with Richmond, Calif.-based Proxy Impact to enable all shareholders to vote their values.
As You Vote allows investors to vote their values easily, efficiently and economically on issues such as climate change, racial justice, ocean plastics, industrial farming and modern slavery. A portion of the fees charged for the service are donated to other non-profits working on shareholder voter education for impact investors.
The As You Vote slate is developed and maintained in partnership with Proxy Impact, a proxy voting firm founded on environmental, social and governance principles.
The new service is available on ProxyEdge, Broadridge’s institutional voting platform. The platform’s neutral, open architecture allows organizations to publish their voting policies, with 14 diverse third-party recommendation providers already available today, the company said.
LGBTQ Loyalty Announces May Launch Date Of ETF
LGBTQ Loyalty Holdings Inc., a West Hollywood, Calif.-based financial methodology and data company founded on diversity and inclusionary principles, will begin trading its previously announced LGBTQ+ ESG100 ETF on the Nasdaq beginning May 18. The fund will track the LGBTQ100 ESG Index.
The index identifies the top 100 corporations that most closely align with the LGBTQ community across America. It is reportedly also the first-ever index to incorporate LGBTQ community survey data into the methodology, generating a benchmark of the nation’s highest-performing companies that are most committed to advancing equality.
The ETF is being launched in partnership with ProcureAM LLC, an exchange-traded product issuer based in Levittown, Pa.
TFA Mutual Fund Family Now Open To Outside Investors
Tactical Fund Advisors, a Cincinnati-based investment advisor, is now offering the TFA family of mutual funds to outside investors.
TFA, fund advisor to the family of multi-manager and single-manager TFA funds, is affiliated with Horter Investment Management LLC, a financial services company also based in Cincinnati.
Previously, the TFA funds had primarily been used only by Horter clients, but the funds, distributed by Arbor Court Capital, are now available to investors nationwide through financial advisors, wealth managers and other intermediaries.
The family of TFA mutual funds includes five vehicles: Three multi-manager allocation funds were launched in June 2019, followed by two single-manager funds in May 2020. The funds share the goal of delivering consistent, long-term results while maintaining the ability to dynamically adapt to changing risk-reward environments.