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Inspire International ESG ETF (WWJD US) - Investment Proposition
ETF Strategy· 2026-01-18 09:12
Core Viewpoint - Inspire International ESG ETF (WWJD) offers values-aligned investment opportunities in developed and emerging markets outside the U.S., focusing on faith-based exclusions and an ESG-aware selection process [1] Investment Strategy - The strategy aims for diversified international equity participation while systematically excluding business models misaligned with stated values, accepting some tracking differences compared to broad ex-U.S. universes [1] - A rules-driven methodology emphasizes financial strength and investment merit, with periodic rebalances to adjust regional and sector weights based on changing fundamentals and screens [1] Performance Drivers - Key performance drivers include local earnings trends, currency movements, and the dispersion between regions, styles, and sectors; income is derived from the holdings mix rather than being a target [1] Portfolio Construction - WWJD can serve as an ex-U.S. core for values-aligned mandates, a geographic diversification sleeve alongside U.S. equity, or a complement to global allocations with a focus on non-U.S. investments [1] - Likely users include multi-asset allocators implementing values-aware policy portfolios and investors looking to combine domestic factors with international exposure [1] Market Behavior - The ETF is supported during periods of improving global trade and broadening leadership, while facing headwinds from sharp domestic-led surges or currency volatility [1] Key Risks - A significant risk is that the screening process may lead to persistent country and sector tilts [1]
Inspire Growth ETF (NYSE: GLRY) Celebrates 5-Year Anniversary and 5-Star Morningstar Rating - Inspire 100 ETF (ARCA:BIBL), Inspire Global Hope ETF (ARCA:BLES)
Benzinga· 2025-12-17 10:26
Core Insights - Inspire Investing's Growth ETF (NYSE:GLRY) has achieved a significant milestone by celebrating its five-year anniversary and maintaining a 5-star Overall Morningstar Rating for 10 consecutive months [1][3]. Company Overview - Inspire Investing is recognized as the world's largest provider of faith-based ETFs, managing over $2.3 billion in assets as of September 30, 2025, contributing to a total of more than $3.5 billion in assets under management across various investment solutions [4][6]. Performance Metrics - The Inspire Growth ETF has demonstrated strong performance with a 3-month return of 13.02%, a 1-year return of 18.80%, a 3-year return of 23.16%, and a since inception return of 10.21% as of September 30, 2025 [4][10]. - GLRY received a 5-star Morningstar Rating for the 3-year period out of 373 Mid-Cap Blend funds, indicating high overall performance and average risk [4][10]. Investment Strategy - The ETF employs an actively managed, all-cap approach to faith-aligned growth investing, focusing on U.S. companies that align with biblical values and exhibit high growth potential [3][6]. Recognition and Awards - Inspire Investing has been recognized multiple times by FA Magazine, The Financial Times, and the Inc. 5000 list for its rapid growth and performance in the investment sector [7].
Christian tech platform Gloo's IPO puts spotlight on faith-based investing
Reuters· 2025-11-20 11:38
Core Insights - Gloo Holdings has made its debut on the Nasdaq, highlighting the growing interest in faith-based investing, a niche market where investors select companies that align with their religious values [1] Company Overview - Gloo Holdings is positioned within the faith-based investing segment, which is characterized by a focus on companies that reflect specific religious principles [1] Industry Trends - The faith-based investing sector is small but experiencing growth, indicating a potential shift in investor preferences towards aligning financial decisions with personal beliefs [1]