SerenityShares™ is a Registered Investment Advisor that designs strategies to simplify the investment process. Our goal is to provide investors with a better way to invest their core holdings, as well as the ability to make an impact with their investments. Utilizing the benefits of exchange traded funds, we are an innovator that employs rules-based, passive index methodologies to solve problems and meet the needs of investors.
Launch Date: 11 April 2017.
Impact Investing challenges the long-held view that societal, social, and environmental issues should be addressed only by philanthropic donations and government.
“ICAN” is a single-fund solution that provides investors with the opportunity to make an impact on the world while pursuing a financial return. It expands the available asset classes beyond private-equity, using an ETF structure to include a diversified portfolio of U.S-listed companies that operate in areas of impact including:
- Clean / Sustainable Water Supply
- Community Building
- Education Infrastructure
- Energy Efficiency
- Environmental Stewardship
- Farming & Agriculture
- Green Technologies
- Green Transportation
- Healthy, Organic, Natural Foods
- Initiatives that Bring People and Cultures Closer Together
- Knowledge Access
- Loans to Small/Micro-enterprises
- Local Healthcare Access
- Recycling & Waste Remediation
- Pollution Control
- Renewable Energy
- Safety & Security
- Senior Housing and Elder Care
What is the third evolution of ETFs? To us, the first two put tools in an investor’s toolbox (sector, style, and thematic ETFs; and alternative weighting strategies). We believe the ETF industry is entering into its third evolution, when single products could provide full investment solutions for investors.