Carbon Collective Investing Launches the Carbon Collective Climate Solutions U.S. Equity ETF (Nasdaq: CCSO)

Rhea-AI Summary

Carbon Collective Investing has launched the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO), aimed at addressing climate change by investing in publicly traded companies dedicated to climate solutions. The ETF will focus on approximately 200 companies across sectors like clean energy and sustainable foods, requiring at least 50% of revenue to come from climate solutions. The fund is rebalanced annually, with a goal to enhance investment in climate technologies and provide a diversified investment option to shareholders seeking environmental impact.

Positive

• Launch of CCSO ETF provides diversified investment opportunities in climate-focused companies.
• Targets approximately 200 companies in sectors critical to combating climate change.
• Requires companies to earn at least 50% of revenue from climate solutions.

Negative

• CCSO is a newly organized fund with no prior operating history, which presents investment risks.
• The fund's focus on climate solutions may limit exposure to other market opportunities.

CCSO gives investors exposure to a select group of companies that are dedicated to solving climate change

BERKELEY, Calif.--(BUSINESS WIRE)-- Carbon Collective Investing, LLC (“Carbon Collective”), a climate change-focused online investment advisor, today announced the launch of the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO), an actively managed exchange-traded fund that invests in publicly traded companies that are dedicated to solving climate change.

Climate change poses a serious threat to society and more investment is needed in companies that are taking steps to reverse the decades-long damage caused by climate change.

“Climate change is the most important issue facing the world. We still have time to avoid the worst case scenarios, but only if we invest capital in climate change solutions that can be adopted and implemented quickly,” said Zach Stein, co-founder and chief investment officer, Carbon Collective. “Companies that are directly involved in climate change solutions have become an important area of the marketplace and investors need a pure-play and low cost way to invest in this space.”

The fund invests in approximately 200 companies of any size market capitalization within sectors such as clean energy, electrified transportation, efficient buildings, circular economy, sustainable foods, and industrial electrification.

Carbon Collective conducts extensive searches to identify companies that are building solutions within these sectors using a variety of sources including public filings, Internet searches, cross referencing applicable indices, and publicly available market research as well as through relevant industry/sector news or blogs and independent third-party sources such as Project Drawdown and the International Energy Agency.

Only companies that earn at least 50% of revenue from climate solutions are included in CCSO. The fund is rebalanced on an annual basis.

More investment in climate-focused companies allows their climate technologies to become more widely adopted and enables investors to participate in the solution for climate change.

“There are hundreds of companies, both well-known and under-the-radar, that are dedicated to fixing climate change,” said James Regulinski, co-founder, Carbon Collective. “Our fund aims to give investors exposure to these companies in one place. Climate change solutions is an asset class and we’re excited to help investors gain exposure to this important and rewarding space.”

Toroso Investments, LLC serves as investment adviser to the fund and Carbon Collective as its sub-adviser.

For more information, please visit: https://www.carboncollective.co/

About Carbon Collective
Carbon Collective is a climate change-focused online investment advisor. Carbon Collective makes investing in climate solutions accessible to all investors with low fee, low minimum, and highly diversified investment portfolios. The Company augments its investment strategy with shareholder advocacy, leveraging member's votes to advocate for corporate climate action. Founded by Zach Stein and James Regulinski, and backed by prominent venture capital firms like Precursor Ventures and My Climate Journey, Carbon Collective is out to disrupt the finance industry and solve climate change.

About Tidal ETF Services
Formed by ETF industry pioneers and thought leaders, Tidal sets out to disrupt the way ETFs have historically been developed, launched, marketed and sold. With a transparent, partnership approach, Tidal offers a comprehensive suite of services, proprietary tools, and methodologies designed to bring lasting ideas to market. As advocates for ETF innovation, Tidal helps institutions and organizations launch the most interesting and viable ETFs available today. For more information, visit tidaletfservices.com

Disclaimers
Advisory services provided by Carbon Collective Investment LLC ("Carbon Collective"), an SEC-registered investment adviser. A copy of Carbon Collective's current written disclosure statement (Form CRS and ADV) discussing Carbon Collective's business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or our legal documents here (https://blog.carboncollective.co/legal-documents/).

The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. Carbon Collective uses unaffiliated third party research and data it believes to be reliable, but is not responsible for the accuracy or completeness thereof.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Carbon Collective's charges and expenses. For more details, see our Form CRS, Form ADV Part 2 and other disclosures.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (833) 794-0140 or visit our website at www.carboncollectivefunds.com. Read the prospectus or summary prospectus carefully before investing.

Investments involve risk. Principal loss is possible. Climate Change Consideration Risk. Applying climate change and other filters to the investment process may exclude securities of certain issuers for non-investment reasons and therefore the Fund may forgo some market opportunities available to funds that do not use these criteria. New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions. Models and Data Risk. The composition of the Fund's portfolio is dependent on proprietary quantitative models as well as information and data supplied by third parties. Foreign Securities Risk. Investments in securities of non-U.S. issuers involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies.

While the fund has an effective registration with the SEC it is not available for trading until September 20, 2022.

Distributed by Foreside Fund Services LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20220920005507/en/

Media

Scott Gamm

Strategy Voice Associates

scott@strategyvoiceassociates.com

Source: Carbon Collective Investing, LLC

FAQ

What does the CCSO ETF focus on?

The CCSO ETF focuses on investing in publicly traded companies dedicated to climate solutions.

When was the CCSO ETF launched?

The CCSO ETF was launched on September 20, 2022.

What are the key sectors included in the CCSO ETF?

The CCSO ETF includes sectors such as clean energy, electrified transportation, and sustainable foods.

What is the revenue requirement for companies included in the CCSO ETF?

Companies must earn at least 50% of their revenue from climate solutions to be included in the CCSO ETF.

Who manages the CCSO ETF?

Toroso Investments serves as the investment adviser, with Carbon Collective as the sub-adviser.