Ticker: NZRO
Investing in Sustainability Today
to Enjoy a Greener Tomorrow
Join us in the Strategy Shares Halt Climate Change ETF (Ticker:NZRO) by investing in the fight to halt climate change
- Direct commitment to net zero or reduced carbon emissions through a company climate pledge
- Companies accelerating the transition from fossil fuel to sustainable energy
- Businesses reducing carbon emissions through clean transportation, improving the electrical grid, and climate-conscious value chains
As seen in …
What is Strategy Shares
Halt Climate Change ETF (NZRO)?
The Halt Climate Change ETF (NZRO) invests in the stocks of companies committed to curbing the effects of climate change. We believe that companies in the NZRO investment universe are well-positioned to outperform in the long term given their commitment to adapting to environmentally-friendly practices. We believe consumers and investors will also continue to favor environmentally-friendly practices.
How are NZRO companies chosen?
The Fund invests in the equity securities of climate conscious and environmentally
friendly companies that must meet one of the following criteria:
Pledge
Direct commitment to net zero1 or reduced carbon emissions through a company climate pledge or involvement in initiatives such as the Paris Agreement, The Climate Pledge or other similar types of accords.
Invest
Companies deriving at least 50% of their revenues or profit from, or devoting at least 50% of their assets to activities focused on advancing the progress of reducing carbon emissions through alternative energy innovation in clean transportation as well as industrial efficiency, technological advancements in electrification, climate-conscious value chains and other similar initiatives.
Build
Companies that invest a significant portion of their capital expenditures in new processes and business segments that seek to accelerate the global transition of fossil fuel related energy to renewable energy, with the intention of such activities becoming a significant part of their business.
1 A target of completely negating the amount of greenhouse gases produced by human activity, to be achieved by reducing emissions and implementing methods of absorbing carbon dioxide from the atmosphere.
Green Means More
Strategy Shares, the investment manager of NZRO, invests a portion of profits
into private institutions that are focused on halting and reversing the impact of climate change,
putting our money to work in a positive way.
How Will Strategy Shares Accomplish This?
- Strategy Shares has pledged to remove 1,000kg of CO2 through Climeworks2 and will be increasing this pledge as more investors join NZRO.
- Climeworks uses a technology called "direct air capture" to capture CO2 directly from the air. Removed air is then combined with underground storage, allowing for the permanent removal of CO2 emissions and therefore actively fighting climate change..
According to NBER, investing in companies focused on green initiatives has historically allowed investors to outperform.
NZRO’s Four Step Investment Process
-
Green Screening
Screen common stocks and American Depository Receipts (ADRs) for companies meeting rigourous green criteria -
Green Review
Perform in-depth review on a company's green commitments and historical actions -
Fundamental Review
Fundamental factors evaluated include financial statements, business model, credit metrics, financial ratios, valuations, and other company specific characteristics -
Monitor
Monitor holdings on an on-going basis from both a green and fundamental perspective
The sustainable infrastructure company is committed to 80% of their adjusted EBITDA* being generated from low-carbon-footprint assets.
The software giant is pledging to be carbon negative by 2030, and by 2050, Microsoft will remove from the environment all of the carbon the company has emitted either directly or by electrical consumption since it was founded in 1975.
Clearway Energy, Inc. is one of the largest renewable energy owners in the US with over 4700 net MW of installed wind and solar generation projects. Clearway Engery’s over 8,000 net MW of assets also includes approximately 2,500 net MW of environmentally sound, highly efficient natural gas generation facilities as well as a portfolio of district energy systems.
in 2020, their global fleet of vehicles and solar panels enabled customers to avoid emitting 5.0 million metric tons of carbon emissions.
Exchange Traded Fund (ETFs) are bought and sold just like any other exchange-listed stock.
Most people can buy NZRO through their online brokerage platform by typing in the NZRO ticker. NZRO can also be bough on your behalf through a financial advisor on your wealth management platform. If you are having trouble purchasing NZRO or would like us to speak to your financial professional, please contact us today.
3 Essential Insights You Will Learn with This FREE Report
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Meet David Miller,
Portfolio Manager
and Creator of NZRO
Miller believes in providing practical strategies that respond to modern investment challenges. He’s passionate about supporting financial advisors and their clients through innovative ETFs that serve specific purpose-like NZRO.
Learn more about how an investment in NZRO
may be beneficial to your portfolio while helping to make a
difference in the fight against climate change.
Important Information
Shares of this ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
For more complete information on Strategy Shares, download and view a prospectus or summary prospectus now or call (855) 477-3837 for a free prospectus or summary prospectus. You should consider the fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund’s prospectus or summary prospectus, which you should read carefully before investing. Investing involves risk, including loss of principal. There is no guarantee that this, or any investment strategy, will succeed. Shares of these ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
The Strategy Shares are distributed by Foreside Fund Services, LLC, which is not affiliated with Rational Advisors, Inc., or any of its affiliates.
Climate Change Investment Focus Risk. The Fund’s focus on securities of issuers that seek prevent or mitigate the deleterious effects of climate change may affect the Fund’s exposure to certain sectors or types of investments. The Fund’s relative investment performance may also be negatively affected if such sectors or investments are out of favor with the market. Emerging Market Risk. Emerging market countries may have relatively unstable governments, weaker economies, and less-developed legal systems with fewer security holder rights. The Fund is a new fund with no history of operations as an ETF for investors to evaluate. Foreign Investment Risk. Investments in foreign securities tend to be more volatile and less liquid than investments in U.S. securities because, among other things, they involve risks relating to political, social, and economic developments abroad, including economic sanctions, as well as risks resulting from differences between the regulations and reporting standards and practices to which U.S. and foreign issuers are subject. There is no guarantee that this, or any investment strategy, will succeed. Shares of these ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.