SUPP Profile
The Engine No. 1 Transform Supply Chain ETF is an actively managed exchange-traded fund (ETF) designed to capitalize on investment opportunities related to the transformation of global supply chains. This fund focuses on a diversified range of securities, including U.S.-listed equities, American Depositary Receipts (ADRs), and stocks from non-U.S. developed and emerging markets. The ETFs investment approach is dynamic, adjusting its portfolio as market conditions and investment opportunities evolve to capture value in the ever-changing landscape of supply chain innovations and disruptions.
The funds strategy encompasses a broad array of investments to address the complexities of global supply chains. It invests in equities and securities across various sectors and geographies, reflecting its commitment to capturing growth opportunities driven by advancements and shifts in supply chain management. The ETF may also engage in currency-related spot transactions to manage exposure to foreign currencies, which is essential given its international investment scope. Additionally, it employs derivatives such as currency futures and forwards to mitigate risks associated with currency fluctuations and to enhance overall portfolio stability.
The actively managed nature of the ETF allows the fund to be flexible and responsive to changing market conditions. This includes adjusting its holdings in response to shifts in supply chain dynamics or changes in economic indicators that impact global trade and logistics. By leveraging a combination of direct equity investments and currency management strategies, the fund aims to optimize performance and manage risks associated with international investments.
In summary, the Engine No. 1 Transform Supply Chain ETF offers investors a strategic approach to capitalizing on the evolving global supply chain sector. Its active management style and diverse investment strategy, including the use of derivatives and currency management, position it to address opportunities and risks associated with supply chain transformations across various markets. This approach reflects a commitment to adapting to market changes and capturing growth in a critical and dynamic sector.
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