INSPIRE INDEXES

INSPIRE GLOBAL HOPE LARGE CAP EQUAL WEIGHT INDEX

Inspire Global Hope Large Cap Equal Weight Index tracks the stock performance of 400 of the most inspiring large cap companies from around the globe, as determined by Inspire’s revolutionary Inspire Impact Score methodology which measures a company’s positive impact on the world.  Under normal circumstances the index will be comprised of 50% US large cap companies, 40% international developed large cap companies and 10% emerging market large cap companies. Inspire defines “large cap” as a market capitalization of $10B or greater. The index is equally weighted, rebalanced quarterly and calculated on a gross total return basis in USD.  You cannot invest directly in an index.

INSPIRE SMALL/MID CAP IMPACT EQUAL WEIGHT INDEX

Inspire Small/Mid Cap Impact Equal Weight Index tracks the stock performance of 500 of the most inspiring small and mid cap companies in the U.S., as determined by Inspire’s revolutionary Inspire Impact Score methodology which measures a company’s positive impact on the world.  Under normal circumstances the index will be comprised of 50% U.S. mid cap companies with market cap between $2B-3.5B,  and 50% U.S. small cap companies with market cap between $1B-2B.  Inspire believes that companies in this “smid cap” capitalization range have the potential to deliver above average growth. The index is equally weighted, rebalanced quarterly and calculated on a gross total return basis in USD.  You cannot invest directly in an index.

INSPIRE CORPORATE BOND IMPACT EQUAL WEIGHT INDEX

The Inspire Corporate Bond Impact Equal Weight Index is comprised of 250 investment grade, intermediate term corporate bonds issued by some of the most inspiring large cap “blue chip” companies in the United States, as determined by Inspire’s revolutionary Inspire Impact Score methodology which measures a company’s positive impact on the world. Inspire defines “large cap” as a market capitalization of $5B or greater and “investment grade” as BBB-/Baa3 or higher. The index is equally weighted, rebalanced quarterly and calculated on a total return basis in US Dollars.n a gross total return basis in USD.  You cannot invest directly in an index.

INSPIRE 100 INDEX

The Inspire 100 Index is comprised of the one-hundred most inspiring, biblically aligned large companies in the United States, as measured by the revolutionary Inspire Impact Score methodology, which measures a company’s positive impact on the world. The index is market cap weighted and reconstituted annually. The Inspire 100 requires constituents to have a minimum $20B market cap or higher and be domiciled in the U.S. The index is calculated on a total return basis in US Dollars. The Inspire 100 Index meets biblically responsible investing (BRI) standards.

INSPIRE CANADA ESG INDEX

The Inspire Canada Index is comprised of inspiring, biblically aligned large companies in Canada, as measured by the revolutionary Inspire Impact Score methodology, which measures a company’s positive impact on the world. The index is market cap weighted and reconstituted annually. The Inspire Canada Index requires constituents to have a minimum $20B market cap or higher and be domiciled in Canada. The index is calculated on a total return basis in Canadian dollars. The Inspire Canada Index meets biblically responsible investing (BRI) standards.

HOW TO BUILD AN INSPIRE INDEX

in three impactful steps

1.

FIND INSPIRING COMPANIES

The cornerstone of Inspire’s investment approach is to invest in the most inspiring companies we can find using our Inspire Impact Score methodology.  These are companies that are blessings to their customers, communities, workplace and the world.  We believe investments in these inspiring companies have the potential to outperform companies that rely on greed and exploitation as a business model.

2.

EQUAL WEIGHT THE INDEX

Research shows that equal-weighted “smart beta” indexes have the potential to provide comparable returns with lower volatility than traditional market-cap weighted indexes.  Equal weighted Inspire indexes help investors avoid being concentrated in overvalued companies or sectors.  Learn more about Inspire’s equal weighted index approach here.

 

3.

CREATE MEANINGFUL IMPACT

 

Inspire is about more than just investing — Inspire is about investing with impact.  We are dedicated to making meaningful impact in the lives of people all over the world.  Investing in inspiring companies, engaging with companies to encourage alignment with inspiring business practices and giving generously from our corporate profits.  Learn more about how you can invest with impact with Inspire.