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The following four Exchange Traded Funds (ETFs) ETF Name Ticker Symbol AXS Change Finance ESG ETF CHGX Clearbridge Focus Value ESG ETF CFCV Ecofin Global

The following four Exchange Traded Funds (ETFs) 

ETF Name

Ticker Symbol

AXS Change Finance ESG ETF

CHGX

Clearbridge Focus Value ESG ETF

CFCV

Ecofin Global Water ESG Fund ETF

EBLU

FlexShares STOXX Glbl ESG Select ETF

ESGG

 

Before incorporating the funds into my portfolio, screen them for the two factors that currently feel are priorities when it comes to  selection of investments:

  1. You do not wish to invest in companies directly related to the fossil fuel industry.
  2. Very strictly, you do not wish to invest in companies that are invested in, manage, or otherwise directly benefit from the Prison Industrial Complex. In this matter, you will only accept a fund with an exemplary portfolio.

Question

  1. Provide a document  specifically classifying each fund as Acceptable or Not Acceptable as a personal investment given the screening criteria shared above.
  2. Specify the reasons why to accept or reject a fund. This includes explicitly identifying the source and type of information found. Elaborate with examples using available resources and also share your sources and references after. 


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