Alternative Investments/ESG: A New Large Cap Equity ESG ETF From Stance Capital

Stance’s specialist SMA-focused strategy is now available through an ETF.

Stance Capital announced last week the launch of its Stance Equity ESG Large Cap Core ETF (NYSE: STNC).

Stance previously offered ESG exposure via an active, semi-concentrated strategy, with a proprietary machine learning model and risk optimization overlay in separately-managed-accounts (SMA) for institutions and high net worth individuals, and through model delivery across a range of platforms. (Yahoo Finance)

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.

Stance Capital’s Equity ESG Large Cap Core ETF (NYSE: STNC)

Stance offers the new ETF in partnership with The RBB Fund Inc.

RBB is a turnkey solution that permits the 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 has an affiliation with Blue Tractor allowing it to use Blue Tractor’s Shielded Alpha® solution. This patent-pending structure permits active fund management within an ETF wrapper while protecting an advisor’s proprietary alpha strategy – in this case, that of Stance Capital. It also offers lower trading costs, greater tax efficiency, and intra-day trading liquidity.

“We are thrilled to be working with Stance Capital and assisting them in bringing their separately managed account composite, which has outperformed the S&P 500 over the past seven years, to the market in an ETF structure,” said Arnold Reichman, Chairman of the RBB Board.

“We started Stance Capital to dispel the notion that investing in companies with strong ESG indicators will lead to under-performance,” said Bill Davis, who founded Stance in 2016. “We believe that with proper portfolio construction, values alignment is a free option for investors.”

“In partnering with RBB, we found a platform willing to work with our needs and create a custom solution to suit our growing client base,” Davis added. “We are excited to offer a unique approach to ESG investing, one that is ‘core’ by design, with far less dependence on mega-cap tech companies than most ESG strategies are providing today.”

Related Story:    Foster Denovo Expands Sustainable Portfolios With Passive Range

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