About ETHO

ETHO™ selects equities based primarily on an assessment of an equity’s carbon footprint.

First broad based, diversified, socially responsible and fossil free ETF that doesn’t have exposure to the traditional energy sector.

Uses a 5-level screening/weighting process to put emphasis on companies that are not only socially responsible and meet ESG guidelines but also have strong operational efficiency against their less sustainable peers.

System of stock selection pioneered by a Stanford environmental science lecturer.

About the Fund

ETHO™ is the first diversified index ETF that avoids fossil fuel companies and the first public investment product to select equities based primarily on an assessment of

an equity’s carbon footprint. The ETHO™ ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Etho Climate Leadership Index™ (ECLI™), a broad-based index of publicly traded U.S. companies that are, on average, more climate efficient than their industry peers.

About the Index

To build the ETHO™, Etho Capital uses a positive selection methodology to review nearly 6,000 of the most commonly traded public companies and identify the most carbon efficient climate leaders in each industry. Using climate performance data from Trucost, Etho Capital ranks almost all public companies by carbon emissions per dollar invested and selects equities that are 50% more carbon efficient than their industry average into the ETHO’s holdings. All fossil fuel, tobacco, weapons and gambling companies are eliminated from the index. Finally, a screen is conducted based on environmental, social and governance performance data with expertise from NGO partners and input from global stakeholders.