ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

RBB’s Advisor ‘Stance Equity ESG Large Cap Core ETF’ Nominated Newcomer/ESG ETF of the Year

The RBB Fund, Inc, a pioneer of the independent series trust, is proud to announce that one of its newest advisors, Stance Capital, and its Stance Equity ESG Large Cap Core ETF (NYSE: STNC) was recently shortlisted for Newcomer/ESG Impact ETF of the Year award by Fund Intelligence’s Mutual Fund Industry and ETF Awards. But ESG investing is nothing new for Stance Capital, whose track record dates to 2014.

“Stance Capital has dispelled the notion that investing in companies with strong ESG indicators will lead to underperformance,” said Arnold Richman, Chairman of RBB. “We expected big things from Bill Davis and his team, and once again they have come through.”

Founded by Bill Davis, Stance Capital offers a differentiated approach to ESG investing. Its active, semi-concentrated strategy, with a proprietary machine learning model and risk optimization overlay, was previously only available in separately managed accounts and through model delivery.

By partnering with RBB, Stance converted certain of its separately managed accounts (SMA) into the Stance Equity ESG Large Cap Core ETF (NYSE: STNC), thus offering their strategy to a wider investor base at a more affordable cost. Additionally, the transition remains one of the first SMA to ETF conversions in the investment community.

“RBB’s leadership and knowledge with the conversion, combined with its overall platform has allowed us to focus on managing our portfolio without having to give a second thought to operations,” said Bill Davis, founder and portfolio manager at Stance Capital. “We believe that with proper portfolio construction, values alignment will prove to be a free option for investors. RBB gives us the opportunity to focus on the portfolio and our shareholders.”

About The RBB Fund, Inc.

The RBB Fund, Inc., the first organized multiple series trust founded in 1988, is a registered open-end investment company organized as a series trust. RBB is a turnkey ETF and Mutual Fund solution which permits an investment advisor to focus on its core competency of asset management and shifts responsibility for the establishment, servicing, and corporate governance of funds to RBB. RBB oversees approximately $18 billion in assets, supporting nine unaffiliated advisors, over 20 unaffiliated subadvisors, and over 40 mutual fund or ETF offerings. For more information, please go to www.rbbfund.com

About Stance Capital

Stance Capital is a Boston-based, SEC- Registered Investment Advisor, specializing in quantitative ESG (Environmental, Social, Governance) asset management and research. Stance manages separately managed accounts for institutions and high net worth individuals. Stance also participates in model delivery across a range of platforms. Since 2014, Stance Capital has demonstrated top decile performance after fees with less risk while at the same time investing in companies with strong ESG metrics. Our Mission: To outperform the market, invest in good companies. For more information, please visit www.stancecap.com.

PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS

Stance Capital LLC is a registered investment advisor with the U.S. Securities and Exchange Commission. Stance Capital has been appointed as a sub-adviser to the Stance Equity ESG Large Cap Core ETF.

Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security.

Before you invest in the Fund, please refer to the prospectus for important information about the investment company, including investment objectives, risks, changes, and expenses. You may obtain a copy of the prospectus by visiting www.stancefunds.com. The prospectus should be considered carefully before you invest or send money.

The content of this web site is intended for information purposes only. No portion of the content should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the solicitation or offer would be deemed unlawful under the securities laws of such jurisdiction.

Stance Equity ESG Large Cap Core ETF Risks: Investing involves risk. Principal loss is possible. 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 funds. Brokerage commissions will reduce returns.

The S&P 500® Index is a market-capitalization-weighted index designed to measure the performance of 500 large-cap U.S. companies. Index performance is discussed for illustrative purposes only as a benchmark for the strategy’s performance and does not predict or depict performance of the strategy. While index comparisons may be useful to provide a benchmark for the strategy’s performance, it must be noted that investments are not limited to the investments comprising the index. The strategy benchmark index is unmanaged and cannot be purchased directly by investors.

The Stance Equity ESG Large Cap Core ETF is distributed by Vigilant Distributors, LLC, member of FINRA and SIPC

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  233.72
+0.50 (0.22%)
AAPL  277.87
-0.98 (-0.35%)
AMD  215.41
-2.12 (-0.97%)
BAC  53.40
-0.25 (-0.47%)
GOOG  318.26
-1.86 (-0.58%)
META  639.73
-8.22 (-1.27%)
MSFT  488.35
-3.66 (-0.74%)
NVDA  175.73
-1.27 (-0.72%)
ORCL  197.97
-3.98 (-1.97%)
TSLA  428.96
-1.21 (-0.28%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.