Inspire Fidelis Multi Factor ETF Achieves Major Milestones
Inspire Investing is excited to announce significant achievements for the Inspire Fidelis Multi Factor ETF (NYSE: FDLS). Recently, this innovative investment vehicle celebrated its third anniversary while exceeding $100 million in assets under management. This milestone was observed just after its anniversary, underscoring the increasing interest from investors in values-aligned investment options.
Investor Interest in Faith-Based Investments
Robert Netzly, CEO of Inspire Investing, commented, "FDLS reaching this milestone is more than just a number—it's a signal that investors are hungry for values-driven alternatives that don't compromise on performance or integrity. This achievement reflects the growing desire to invest with conviction, and we are grateful to serve investors who want their money to make a difference." This sentiment echoes the evolving investment landscape, where investors prioritize ethical and value-based solutions.
The Investment Strategy of FDLS
Launched in 2022, the Inspire Fidelis Multi Factor ETF offers investors a well-rounded equity portfolio that thoughtfully integrates momentum, value, and quality factors. All investments are screened for alignment with biblical values through Inspire's proprietary Inspire Impact Score™ methodology. This unique approach not only focuses on financial performance but also aligns with the ethical considerations of many investors.
Morningstar Recognition
FDLS has earned a 4-star Overall Morningstar Rating™, which evaluates funds based on risk-adjusted returns relative to similar funds. As of a recent date, it has ranked as one of the top performers in the mid-cap blend category, further solidifying its position among leading ETFs. Morningstar’s rating system is recognized for its rigor and provides investors with valuable insights.
Inspire’s Growing ETF Platform
Inspire Investing manages a robust lineup of faith-based investment solutions, with FDLS being one of its nine exchange-traded funds. The firm’s ETF platform has grown to manage over $2.1 billion in assets, contributing to a total of more than $3.5 billion across various investment solutions as of a recent evaluation date. This growth illustrates the increasing recognition of faith-based investing as a viable option for many investors.
Recognition and Achievements
Since its inception, Inspire Investing has received numerous accolades for its innovative approach. It has appeared in FA Magazine’s list of the Top 50 Fastest Growing Firms, as well as being recognized multiple times by The Financial Times for its rapid growth. Additionally, Inspire has made the Inc. 5000 list of fastest-growing private companies several years running, reaffirming its established presence in the investment industry.
Commitment to Charitable Initiatives
Inspire’s commitment extends beyond investment performance; through its Give50 Program, the firm donates 50% or more of its net corporate profits from management fees to support impactful ministry projects worldwide. This initiative underscores Inspire's mission to create positive change through investing, aligning financial growth with charitable contributions.
About Inspire Investing
Inspire Investing stands as the leading provider of faith-based ETFs globally. Its proprietary Inspire Impact Score™ methodology combines exclusionary screening with positive impact investing, firmly rooted in biblically responsible principles. This approach reflects the firm’s commitment to aligning investment strategies with deeply-held beliefs and values.
Whether considering its investment offerings or the broader economic impact, Inspire aims to meet the evolving needs of its clients who seek to invest in a manner that resonates with their values.
Frequently Asked Questions
What is the Inspire Fidelis Multi Factor ETF?
The Inspire Fidelis Multi Factor ETF (NYSE: FDLS) is an investment vehicle that offers exposure to a diversified portfolio of equities that align with biblical values.
How does the Inspire Impact Score work?
The Inspire Impact Score is a proprietary methodology used to screen investments based on their alignment with biblical principles, evaluating both performance and ethical considerations.
Why is FDLS considered a faith-based ETF?
FDLS is categorized as a faith-based ETF because it utilizes investment strategies aligned with biblical values, catering to investors seeking ethical investment alternatives.
What recent milestone did FDLS achieve?
FDLS recently celebrated its third anniversary and surpassed $100 million in assets under management, marking significant growth and investor interest.
What recognition has Inspire Investing received?
Inspire Investing has been recognized multiple times for its growth, including appearances on FA Magazine’s Top 50 Fastest Growing Firms list and the Financial Times’ rankings for rapidly growing companies.
