Portfolio construction ideas:

1. Enhance total return in core fixed income portfolio: manage duration and opportunistically shore up yield without strategic commitment to higher-risk credit segments
2. Use as satellite allocation to individual bond portfolio: liquid complement to laddered corporates
3. Complement strategic high yield allocations: provide tactical asset class “hedge” alongside buy-and-hold high yield exposure
4. Allocation within a liquid alternatives portfolio: lower-volatility complement to long-short equity holdings 

Offer investors access to a global portfolio of financially attractive stocks whose business practices align with the investment criteria established by the United States Conference of Catholic Bishops.

Actively managed by Capital Insight Partners, the ETF seeks to allow investors to align their investment portfolios with Christian values.

JOBS. SECURITY. GROWTH.

JSG is a new investing strategy that seeks to identify outperformance linked to U.S. jobs, security, and growth, delivering returns for investors and positive benefits for communities across the United States

Portfolio construction ideas:

1. Enhance returns in core equity portfolio: Opportunistically generate alpha by moving a portion of core portfolio.
2. Reduce exposure to international disruptions: Most large U.S. equities have significant international operations. iUSA designed to minimize exposure to international slowdown and conflicts.
3. Restructure mutual fund holdings: ETF wrapper brings lower cost and increased liquidity while maintaining active management coupled with tight risk controls.
4. Harness U.S. outperformance: Reduce global equity volatility by harnessing relative outperformance of U.S. economy.

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