Stance Capital
Stance Sustainable Beta ETF
Vanguard Artificial Intelligence & Innovation ETF AI Technology Exposure
Investment Overview
The Stance Sustainable Beta ETF (CHGX) seeks to deliver competitive long-term returns while aligning investments with strict ESG principles. Tracking the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index, CHGX excludes companies involved in weapons, tobacco, and fossil fuels, and selects top ESG performers using a proprietary machine learning model. The fund combines values-based screening, data-driven security selection, and advanced risk optimization to create a diversified U.S. large-cap portfolio that supports positive environmental and social impact without sacrificing performance.
Strict ESG Screening
Excludes companies involved in weapons, tobacco, and fossil fuels, while ranking top ESG performers within each industry group.
Data-Driven Stock Selection
Uses a proprietary machine learning model combining fundamental financial data, historical market data, and ESG metrics to select best-in-class securities.
Risk-Optimized Portfolio
Applies advanced optimization techniques to balance ESG alignment with strong risk-adjusted return potential.
Why CHGX?
Aligns with Values
Fossil Fuel Free
Quantitative Advantage
Competitive Risk-Adjusted Returns
Stance Sustainable Beta ETF
Stance Capital
Stance Capital specializes in quantitative ESG (Environmental, Social, Governance) asset management and research. We are a Boston-based Registered Investment Advisor, and our clients are individuals, families, endowments, and institutions. We also build products for other investment firms under research and sub-advisory agreements.
Investment Team
Bill Davis
Lead Portfolio Manager
info@stancecap.com
Kyle Balkissoon
Portfolio Manager
info@stancecap.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.