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Nature View | Longmont, CO | Change Finance
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Nature | Longmont, CO | Change Finance

Investing in Service to Life

Change Finance seeks to leverage the power of capital markets to promote a more just and sustainable world.

About Us

How to Invest

Our flagship index, the Change Finance Diversified Impact US Large Cap Index, is tracked by the AXS Change Finance ESG ETF (CHGX).

CHGX

Active Ownership

Stewardship is about more than picking the right investments. Our comprehensive shareholder engagement strategy seeks to utilize the power of our investments to drive positive impact.

Advocacy

Thoughts? We have them.

The SEC has proposed two new rules regarding ESG marketing/disclosures. Our latest SRI Insight shares our take on the proposed rules.

Our Take on Two Proposed SEC Rules

Carbon Neutral

Net Zero

Change Finance investments are carbon neutral. Learn how and why.

Carbon Neutrality

About

Change Finance builds performance-oriented investment products that seek to promote a more just and sustainable world. We believe investing for good can profit people, planet, and investors. This idea permeates our culture from the rigorous, rules-based methodology that underpins our investment products to the intentionality we bring to our shareholder advocacy. At Change Finance we believe that it is imperative to transform capital markets if we are to create the world in which we want to live. Our impact-driven, performance-focused strategies are designed to do just that.


Our flagship Index, the Change Finance Diversified Impact US Large Cap Index is tracked by the AXS Change Finance ESG ETF (CHGX).

Learn More ➝

One cannot invest directly in an index. The Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index (the “Index”) uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (“ESG”) standards.


Longmont, CO | Change Finance

As Seen On

CNBC | Longmont, CO | Change Finance Wall Street Journal | Longmont, CO | Change Finance BNN Bloomberg | Longmont, CO | Change Finance etf express | Longmont, CO | Change Finance etf.com | Longmont, CO | Change Finance etf trends | Longmont, CO | Change Finance The Philadelphia | Longmont, CO | Change Finance Benziga | Longmont, CO | Change Finance Carbon Pulse | Longmont, CO | Change Finance Barron's | Longmont, CO | Change Finance Nasdaq | Longmont, CO | Change Finance

Methodology | Longmont, CO | Change Finance

Methodology

Change Finance's Isolated ESG Risk-Factor Methodology is designed to do what research shows many large fund companies do not: help investors meet their financial goals while leveraging the power of Environmental, Social, and Governance (ESG) data to promote a more just and sustainable world.

Our proprietary Isolated ESG Risk-Factor Methodology seeks to deliver a rare combination of impact and alpha (returns).

Learn More ➝

Advocacy | Longmont, CO | Change Finance

Advocacy

We believe that all companies can and should improve business practices that impact people and the planet. On behalf of our clients, we are committed to positive change by:

  • Voting Proxies in Alignment with ESG Principles
  • Engaging Companies to Promote More Just and Sustainable Business Practices
  • Filing Shareholder Resolutions to Change Corporate Policies
  • Advocating for Public Policy that Strengthens Shareholder Rights, Equality, and Democracy
  • Divesting When a Company is Unwilling or Unable to Change

Learn More ➝


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Bull | Longmont, CO | Change Finance