Investing in CCSO is possible for both members and non-members of Carbon Collective!
CCSO is Carbon Collective’s first exchange-traded fund (ETF) composed of stocks made from our list of Climate Solution Companies. Introducing a security like an ETF onto the scene gives both our members and non-members the choice to invest their money in companies actively creating solutions to help fight against climate change.
Carbon Collective's team and members understand that we cannot fight climate change alone. By creating investment vehicles we enhance accessibility of investing in these solutions. Go beyond reducing your portfolio’s carbon footprint. Invest in the companies actually building climate solutions.
For Carbon Collective members:
Being part of Carbon Collective means that you automatically gain access to our ETF when we update our portfolios. As of the fund’s launch date of September 20th, 2022, more than half of our members are already invested. By our annual portfolio update in November, all of our members whose investments are comprised of Carbon Collective’s portfolios will have the ETF incorporated.
The Climate Only portfolio will be the CCSO ETF + green bonds.
The Core portfolio will be all companies in the Low Carbon Economy + the CCSO ETF + bonds.
For non-members or investing off of Altruist:
Having an ETF that is publicly traded on NASDAQ allows for you to invest in CCSO even if you do not have a Carbon Collective portfolio on the Altruist platform, or are not a member with Carbon Collective.
Ask your current investment advisor to add the Carbon Collective Climate Solutions Fund, under the ticker CCSO, to your portfolio with them. If you self-manage your portfolios on a brokerage platform such as RobinHood or Acorns, you can search CCSO and add your desired number of shares.
Investors should consider the investment objectives, risks, charges and expenses carefully
before investing. For a prospectus or summary prospectus with this and other information
about the Fund, please call (833) 794-0140 or visit our website at www.carboncollectivefunds.com. Read the prospectus or summary prospectus carefully
before investing.
Investment Risks:
Concentrated Portfolio Risk. Although the Fund will not be concentrated in any particular industry, it will be concentrated in a limited number of securities. As a result, it may be more volatile and have a greater risk of loss than more broadly diversified funds.
Equity Market Risk. The equity securities held in the Fund’s portfolio may experience sudden,
unpredictable drops in value or long periods of decline in value. This may occur because of factors that affect securities markets generally or factors affecting specific issuers, industries, or sectors in which the Fund invests. Common stocks, such as those held by the Fund, are generally exposed to greater risk than other types of securities, such as preferred stocks and debt obligations, because common stockholders generally have inferior rights to receive payment from issuers.
Climate Change Consideration Risk. Applying climate change and other filters to the investment
process may exclude securities of certain issuers for non-investment reasons and therefore the
Fund may forgo some market opportunities available to funds that do not use these criteria. As a
result, at times, the Fund may underperform funds that are not subject to similar investment
considerations. Additionally, the Fund will be more susceptible to events or factors affecting market segments that are focused on climate change solutions.
Foreign Securities Risk. Investments in securities or other instruments of non-U.S. issuers involve certain risks not involved in domestic investments and may experience more rapid and extreme changes in value than investments in securities of U.S. companies. Financial markets in foreign countries often are not as developed, efficient, or liquid as financial markets in the United States, and therefore, the prices of non-U.S. securities and instruments can be more volatile. In addition, the Fund will be subject to risks associated with adverse political and economic developments in foreign countries, which may include the imposition of economic sanctions. Generally, there is less readily available and reliable information about non-U.S. issuers due to less rigorous disclosure or accounting standards and regulatory practices.
High Portfolio Turnover Risk. The Index has historically had a high portfolio turnover rate. As a
result, the Fund is likewise expected to frequently trade all or a significant portion of the securities in its portfolio. A high portfolio turnover rate increases transaction costs, which may increase the Fund’s expenses. Frequent trading may also cause adverse tax consequences for investors in the Fund due to an increase in short-term capital gains.
Distributed by Foreside Fund Services, LLC.