With all that in mind we promise that we will promote inclusivity and prosperity, for your future, for our future, for our kids’ future. We promise that the ETFs tracking our indices will have a fair fee structure. We want to be transparent and build trust while being committed to our principles and values.  

We’re a small, independent index provider.

And that’s a good thing.

We are determined to create indices that help empower individuals from all walks of life, regardless of their backgrounds or financial means. We got tired of seeing the low returns and high fees in the portfolios of friends and family and we didn’t like the limited options for those with a small amount to invest. So we started digging through the data with the goal of creating the best performing investment strategy.

Our Values.

We believe that financial prosperity should not come at the expense of our planet. Climate change and environmental sustainability are the most impactful of the E, S, and G factors and as an index the least we can do is to avoid fossil fuel companies whenever possible. As the world shifts away from fossil fuels, we think keeping them out of our index will help performance and reduce volatility giving you a better experience.

ForAll.

We recognize that leverage is important in boosting returns for investors, and that excessive leverage adds more risk than most investors can accept. We aim to provide moderate leverage for the potential of better returns when the market is up while seeking to take a defensive position for those times when it’s not.

If an ETF tracks our index, it will have a fair, innovative fee structure.

We believe that most investors are paying too much in fees, so if there is an ETF that tracks the index we make sure it has an innovative, fair fee structure, like not charging a management fee when the ETF’s return is negative. That way investors are only paying for positive performance. This also helps reduce losses when the markets are down.

Invest without adding to the climate crisis.

We believe in the power of inclusivity and the importance of barrier-free, judgement-free, and fossil fuel free investing. With these values in place, the ForAll index, and the ETF that tracks it, are well suited to help all investors reach their boldest financial goals. Whether you’re a new investor trying to get the most out of your savings, DIY investor looking to get your retirement plan on track, or an advisor working with clients who want more out of their portfolio, ForAll indices will help. Above all we want to outperform.

A little leverage goes a long way.

We’re a small, independent index provider. And that’s a good thing.

We are determined to create indices that help empower individuals from all walks of life, regardless of their backgrounds or financial means. We got tired of seeing the low returns and high fees in the portfolios of friends and family and we didn’t like the limited options for those with a small amount to invest. So we started digging through the data with the goal of creating the best performing investment strategy.

Our Values.

We believe in the power of inclusivity and the importance of barrier-free, judgement-free, and fossil fuel free investing. With these values in place, the ForAll index, and the ETF that tracks it, are well suited to help all investors reach their boldest financial goals. Whether you’re a new investor trying to get the most out of your savings, DIY investor looking to get your retirement plan on track, or an advisor working with clients who want more out of their portfolio, ForAll indices will help. Above all we want to outperform.

A little leverage goes a long way.

We recognize that leverage is important in boosting returns for investors, and that excessive leverage adds more risk than most investors can accept. We aim to provide moderate leverage for the potential of better returns when the market is up while seeking to take a defensive position for those times when it’s not.

A fair, innovative fee structure if there is an ETF tracking our index.

We believe that most investors are paying too much in fees, so if there is an ETF that tracks the index we make sure it has an innovative, fair fee structure, like not charging a management fee when the ETF’s return is negative. That way investors are only paying for positive performance. This also helps reduce losses when the markets are down.

Invest without adding to the climate crisis.

We believe that financial prosperity should not come at the expense of our planet. Climate change and environmental sustainability are the most impactful of the E, S, and G factors and as an index the least we can do is to avoid fossil fuel companies whenever possible. As the world shifts away from fossil fuels, we think keeping them out of our index will help performance and reduce volatility giving you a better experience.

ForAll.

With all that in mind we promise that we will promote inclusivity and prosperity, for your future, for our future, for our kids’ future. We promise that the ETFs tracking our indices will have a fair fee structure. We want to be transparent and build trust while being committed to our principles and values.