reduced fossil fuel exposure
moderate leverage
tech focused exposure to U.S. equities
ForAll Core & More U.S. Equity Index
reduced fossil fuel exposure moderate leverage tech focused exposure to U.S. equities ForAll Core & More U.S. Equity Index
An independent index designed for you
tech focused exposure to U.S. equities.
moderate leverage.
reduced fossil fuel exposure compared to broad markets.
We want to create the best performing investment strategies. We want to make investing with moderate leverage accessible to all investors, so we’ve built that into the index. We want to avoid negatively contributing to climate change, so we reduced fossil fuel exposure as much as possible given the index constituents.
ForAll Core & More U.S. Equity Index
An Index designed for you
The ForAll Index is designed to be defensive during major market drawdowns, but add 1.3 times leverage during most market signals. That means you’re not sacrificing upside potential for the defensive position. All while reducing holdings in fossil fuels.
The Index has a core component that tracks U.S. equities by holding a fossil fuel free U.S. equity index ETF. The rest of the Index follows a quant based algorithm to tactically allocate between a 2 times levered index ETF, a gold ETF, and a volatility ETF.
Ultimately, we want to keep it simple by maintaining an aggressive position most of the time, and getting defensive based on the signals.
The ForAll Core & More U.S. Equity Index ETF (FORU) tracks the ForAll Core & More U.S. Equity Index that was designed by ForAll Investment Research Inc. and is selected and calculated by Solactive AG.
The Fossil Fuel Free Component
Fossil fuel emission are the dominant cause of global warming according to the Intergovernmental Panel on Climate Change (IPCC).
The ForAll Core & More U.S. Equity Index is designed to reduce fossil fuel exposure as much as possible because we believe that excluding fossil fuels from a portfolio is the only legitimate way a fund can avoid contributing to the carbon emissions crisis.
We also believe the political and societal headwinds facing the fossil fuel industry will create challenging growth prospects and will lead to lower expected returns with higher volatility in the coming years.
The S&P 500 Fossil Fuel Free Index is highly correlated with the broad market, with the fossil fuel free version slightly overperforming over the past 10 years. We think this trend will continue.
We are reducing fossil fuel exposure in the Index to avoid negatively contributing to climate change, and because we think it will lead to better risk-adjusted performance.
