#USA #Houston #ETFs #Crossmark #Bob Doll

Crossmark Global Investments Expands into the ETF Market

Crossmark Global Investments, a prominent faith-based investment management firm, has made a significant stride by introducing two actively managed exchange-traded funds (ETFs). The Crossmark Large Cap Growth ETF (ticker CLCG) and the Crossmark Large Cap Value ETF (ticker CLCV) are designed with a unique approach that integrates personal values with investment strategies. Both ETFs are now available to investors seeking to align their financial growth with ethical considerations.

Background and Purpose

Founded in 1987, Crossmark is renowned for its commitment to values-based investing. The firm's latest offerings arise from a growing demand for actively managed funds that do not compromise on ethical standards, while also providing transparency through the ETF structure. Bob Doll, who serves as the Portfolio Manager, CIO, and CEO, leads the management of these funds, with Ryan Caylor assisting as the co-manager. Doll's expertise in the investment sector, combined with Crossmark’s ethical screening process, aims to identify high-conviction securities while avoiding companies involved in negative business practices.

Investment Strategies

The Crossmark Large Cap Growth ETF is geared towards outperforming the Russell 1000 Growth Index by investing in the larger segment of the U.S. equity universe, primarily focusing on growth-oriented companies. On the other hand, the Crossmark Large Cap Value ETF aims to exceed the performance of the Russell 1000 Value Index by targeting resilient value securities, which are believed to have strong potential for long-term appreciation.

Bob Doll stated, "We believe investors should never feel they have to compromise on personal values to access outperforming investment strategies. Our screening process not only excludes unfavorable companies but also actively targets those that embrace responsible business practices and contribute positively to society."

A Natural Progression

Heather Lindsey, Head of Distribution at Crossmark, articulated that stepping into the ETF market was a logical evolution for the firm. The new ETFs offer investors an effective channel for accessing actively managed solutions while fulfilling the rising demand for values-aligned investment alternatives. This move reflects not only a response to market behavior but also a reflection of Crossmark’s ongoing commitment to providing tailored investment strategies that resonate with clients' values.

The Significance of Values-Based Investing

The concept of values-based investing is gaining momentum in the larger financial landscape. As more investors lean towards ethical and responsible investment choices, firms like Crossmark are positioning themselves as leaders in this niche. By implementing a systematic screening process, the firm ensures that their investments not only meet financial expectations but also adhere to the moral standards their clients uphold.

Investors interested in these ETFs should carefully consider their goals, risks, and investment qualities, as outlined in the fund's prospectus. The ETFs, which exhibit common investment risks associated with equity securities, are designed to trade like stocks and are susceptible to market fluctuations.

About Crossmark Global Investments

Crossmark Global Investments is dedicated to providing transformative investment strategies that resonate with faith-based principles and ethical considerations. The firm emphasizes giving back to society, with its net income supporting a variety of ministry programs. This commitment to positive contributions reflects the organization’s core mission—ensuring that financial growth can coincide with ethical responsibility.

For further information, potential investors are encouraged to visit Crossmark’s website or reach out directly to the firm for a detailed look at these newly launched ETFs. Investing in values-based ETFs offers a promising avenue for individuals wishing to align their investment portfolios with their core beliefs and societal contributions.

Investors are reminded that all investments carry risks, and careful consideration is essential before engaging in any investment activity. Crossmark is committed to transparency, as showcased in their comprehensive disclosures regarding the inherent risks associated with the ETFs and the importance of individual due diligence in the investment process.