SROI Profile
Calamos Antetokounmpo Global Sustainable ETF (SROI) is an exchange-traded fund that seeks to provide investment results that correspond to the price and yield performance of the Calamos Antetokounmpo Global Sustainable Equity Index. The index is comprised of companies that are positioned to benefit from the global transition to sustainable practices, as identified by Calamos Investments.
The index methodology evaluates companies based on their ESG (Environmental, Social, and Governance) scores, as well as other financial and sustainability metrics, and selects those that are positioned to benefit from the transition to a sustainable economy. The ETF provides exposure to companies across developed and emerging markets, and is designed to provide investors with a global approach to sustainable investing.
The fund is managed by Calamos Advisors LLC, a Chicago-based investment management firm. As of the end of 2021, the fund had total net assets of approximately $92 million and held 128 positions. The fund's top holdings include Microsoft Corp, Taiwan Semiconductor Manufacturing Co Ltd, and Amazon.com Inc.
Investors should be aware that, like any investment, the Calamos Antetokounmpo Global Sustainable ETF carries risks, including the risk that the value of the fund's holdings may decline, and that the fund may not achieve its investment objectives. Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing.
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