Ms. Muhleman to serve as Co-Portfolio Manager
on the Impact Shares YWCA Women’s Empowerment ETF (NYSE: WOMN)
Impact Shares, the first 501(c)3 nonprofit ETF issuer in the
U.S., and Brookmont Capital Management, LLC (“Brookmont”), welcome
Emma Muhleman, CFA, CPA as a Senior Portfolio Manager. Muhleman
will serve as co-portfolio manager of the Impact Shares YWCA
Women’s Empowerment ETF (NYSE: WOMN).
Ms. Muhleman is a Certified Public Accountant and CFA
Charterholder, having served as an investment specialist focused on
global macroeconomics, equities, foreign exchange, rates and credit
over the past decade. Ms. Muhleman brings unique skills in data
science, machine learning and artificial intelligence to the
investment process. Emma received a Bachelor of Science from San
Diego State University in 2009, a Master of Science in Accounting
and Finance and a Master of Taxation from the University of Notre
Dame in 2010. Prior to joining Impact Shares and Brookmont, Ms.
Muhleman worked in various roles at Ascend Investment Management,
Allianz Global Investors, and Pacific View Asset Management.
“Emma’s investment prowess and her passion for socially
responsible investing are a perfect fit as we look to grow the
Brookmont and Impact Shares teams,” says Ethan Powell, CEO of
Impact Shares and CIO of Brookmont. “As a prominent female in the
investment industry, Emma will play an integral role in the
management of WOMN and in our efforts to empower women and
minorities in the private sector with our partners at the
YWCA.”
Backed by The Rockefeller Foundation, Impact Shares helps
organizations such as the NAACP, YWCA and United Nations Capital
Development Fund (UNCDF) translate their values into an investable
product traded on the New York Stock Exchange. Companies included
in each ETF must meet an evolving set of criteria, defined by the
nonprofit partners, to ensure ongoing alignment of corporate
behaviors with social values. Impact Shares donates all net
proceeds back to these nonprofit partners.
The YWCA Women’s Empowerment ETF (NYSE: WOMN) is designed to
provide exposure to companies worldwide with strong policies and
practices in support of women’s empowerment and gender equality. A
5-Star Overall Morningstar-rated fund (as of 12/31/21 against 1,244
Large Blend Funds based on risk-adjusted returns), WOMN includes
companies that align with the YWCA’s vision of how corporations can
advance women’s empowerment and gender equality. Founded in 1858 as
a voice for women’s issues, YWCA USA aims to eliminate racism,
empower women and promote peace, justice, freedom, and dignity for
all.
“Impact Shares and the YWCA offer a truly unique product for
investors, allowing them to potentially achieve equity market
returns while driving social change,” says Muhleman. “I’m honored
to join the team and help leverage the power of capital in the
fight for gender equity.”
For more information on Brookmont and Impact Shares, visit:
https://www.brookmont.com/ and https://www.impactetfs.org/
About Brookmont
Founded in 2007, Brookmont Capital Management is an award
winning, employee owned, SEC Registered Investment Management Firm
focused on value oriented investment strategies. With $780+ million
in assets under management, Brookmont Capital is led by an
experienced team of investment professionals and offers distinct
dividend growth and quality growth strategies.
About Impact Shares
Impact Shares is an ETF issuer and investment manager that is
creating a new and innovative platform for clients seeking maximum
social impact with market returns. Impact Shares' goal is to build
a capital markets bridge between leading nonprofits, investors and
corporate America to direct capital and social engagement on
societal priorities. Impact Shares is a tax-exempt non-profit
organization under Section 501(c)(3) of the Internal Revenue Code.
For more information about Impact Shares visit impactetfs.org.
Statements in this communication may include forward-looking
information and/or may be based on various assumptions. The
forward-looking statements and other views or opinions expressed
herein are made as of the date of this publication. Actual future
results or occurrences may differ significantly from those
anticipated and there is no guarantee that any particular outcome
will come to pass. The statements made herein are subject to change
at any time. Impact Shares disclaims any obligation to update or
revise any statements or views expressed herein.
Carefully consider the Funds’ investment objectives, risk
factors, and expenses before investing. This and additional
information can be found in the Impact Shares statutory and summary
prospectuses, which may be obtained by calling 855-267-3837, or by
visiting ImpactETFs.org. Read the prospectus carefully before
investing.
Investing involves risk, including the possible loss of
principal. Narrowly focused investments and investments in smaller
companies typically exhibit higher volatility. Investments in
commodities are subject to higher volatility than more traditional
investments. WOMN may invest in derivatives, which are often more
volatile than other investments and may magnify the Fund’s gains or
losses. WOMN is non-diversified. The returns on a portfolio of
securities that excludes companies that are not gender diverse may
trail the returns on a portfolio of securities that includes
companies that are not gender diverse.
Shares of any ETF are bought and sold at market price (not NAV),
may trade at a discount or premium to NAV and are not individually
redeemed from the Fund. Brokerage commissions will reduce
returns.
Net Proceeds is the excess, if any, of Impact Shares’ fund fees
after the deduction of operating expense and a reserve for working
capital.
Impact Shares ETFS are distributed by SEI Investments
Distribution Co., with is not affiliated with Impact Shares Corp.,
the Investment Adviser for the Funds, or Brookmont Capital
Management.
The Morningstar Rating™ for funds, or “star rating”, is
calculated for managed products (including mutual funds, variable
annuity and variable life subaccounts, exchange-traded funds,
closed-end funds, and separate accounts) with at least a three-year
history. ETFs and open-ended mutual funds are considered a single
population for comparative purposes. It is calculated based on a
Morningstar Risk-Adjusted Return measure that accounts for
variation in a managed product’s monthly excess performance,
placing more emphasis on downward variations and rewarding
consistent performance. The Morningstar Rating does not include any
adjustment for sales loads. The top 10% of products in each product
category receive 5 stars, the next 22.5% receive 4 stars, the next
35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom
10% receive 1 star. The Overall Morningstar Rating for a managed
product is derived from a weighted average of the performance
figures associated with its three-, five-, and 10-year (if
applicable) Morningstar Rating metrics. The weights are: 100%
three- year rating for 36-59 months of total returns, 60% five-year
rating/40% three-year rating for 60-119 months of total returns,
and 50% 10-year rating/30% five-year rating/20% three-year rating
for 120 or more months of total returns. While the 10-year overall
star rating formula seems to give the most weight to the 10-year
period, the most recent three-year period actually has the greatest
impact because it is included in all three rating periods. WOMN was
rated five stars against 1,244 numbers of U.S.-domiciled Large
Blend funds for the three year period.
©2020 Morningstar. All Rights Reserved. The information
contained herein: (1) is proprietary to Morningstar and/or its
content providers; (2) may not be copied or distributed; and (3) is
not warranted to be accurate, complete or timely. Neither
Morningstar nor its content providers are responsible for any
damages or losses arising from any use of this information. Past
performance is no guarantee of future results.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20220404005161/en/
Sales: Impact Shares 844-GIVE-ETF info@impactetfs.org Or
Brookmont (214) 736-0486 info@brookmont.com
Media: Gregory FCA for Impact Shares Caitlyn Foster
impactshares@gregoryfca.com
Impact Shares YWCA Women... (AMEX:WOMN)
過去 株価チャート
から 10 2024 まで 11 2024
Impact Shares YWCA Women... (AMEX:WOMN)
過去 株価チャート
から 11 2023 まで 11 2024
