By now, you’ve probably heard of ESG investing: the hot trend on Wall Street making lots of headlines.
Generally speaking, ESG funds are intended to allow you to invest in a group of companies with high Environmental, Social, and Governance (ESG) ratings. The idea is that when you invest in ESG funds, you’re investing with your values.
But as the New York Times and other major media publications have pointed out, ESG funds are far from perfect because there is not a standard methodology to assign ESG ratings to a company – or to verify them.
In fact, if you look at the companies that are included in many of the largest ESG funds (AT&T, Home Depot, Pfizer, Waste Management, and many others), many of them overwhelmingly support Republican politicians and PACs. The same Republican politicians and PACs who are trying to fight ESG ideals by blocking climate change legislation and undermining women’s rights.
At DEMZ, we believe that measuring political contributions is a better way to ensure that the companies you invest in also share your values.
That’s why the DEMZ fund includes only those S&P 500 companies that have made over 75% of their political contributions to Democratic politicians and causes.
Oh, and by the way, DEMZ was awarded a maximum five-globe sustainability rating by Morningstar and declared to be fossil-fuel-free. And DEMZ outperformed the S&P 500 index in 2021 by 2.5 percent, net of fees. So, that’s a win-win.
Search for the DEMZ ticker wherever you invest or visit demz.fund to learn more.
Investing Involves Risk. Principal loss is possible. Carefully consider the fund’s investment objectives, risk factors, charges, and expenses before investing. This and additional information can be found in the fund’s prospectus, which may be obtained by visiting demz.fund. Please read the prospectus carefully before investing.
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