Inspire ETFs Earn Place With Multi-Billion Dollar Money Managers

Inspire Investing is thrilled to make the cut with multi-billion dollar, money managers like Frontier Asset Management and Sawtooth Solutions. Other recent Inspire adopters include Howard Capital Management ($700 million AUM), Virtue Capital Management ($200 million AUM), and Creative Financial Designs ($900 million AUM).
Aug 14, 2017
Robert Netzly

San Jose, Calif., August 14, 2017 — Inspire Investing is thrilled to make the cut with multi-billion dollar, money managers like Frontier Asset Management and Sawtooth Solutions. Other recent Inspire adopters include Howard Capital Management ($700 million AUM), Virtue Capital Management ($200 million AUM), and Creative Financial Designs ($900 million AUM).

Inspire Investing’s Global Hope Impact ETF (ticker: BLES) has been placed in Frontier Asset Management’s Christian Worldview Global Opportunities portfolio and Christian Worldview Growth & Income portfolio. Frontier is an award-winning money manager with $2.8 billion assets under management (AUM) that prides themselves on their four-step investment process designed to identify superior investment companies. Frontier was named the 2015 SMA strategist of the year by Investment Advisor magazine and Envestnet | PCM. This award highlights the managers disciplined investment management processes and other factors that help drive success. Frontier was named number one out of over 90 competing firms.

Robert Miller, Managing Principal at Frontier had this to say about the decision:

“Frontier Asset Management is excited for a new addition to our Christian Worldview strategies hire list of funds and ETFs. The Inspire Global Hope ETF increases our options of investments in the Biblically Responsible Investing (BRI) channel to serve our clients desire for a strategy that is in line with their convictions. It also gives us exposure to both US and International large stocks, which is an asset class we have struggled to find good investments that also pass our Christian Worldview strategy screens. Since the ETF is replicating an index we are more comfortable adding the ETF to our strategies despite the fund being newer with a shorter track record.”

Sawtooth Solutions is a $5 billion dollar money manager that has added 6 of Inspire’s separately managed account strategies to create their biblical investing lineup. Sawtooth is a turnkey asset management platform enabling financial advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes.

Rich Conley, Executive Vice President at Sawtooth Solutions said “We are very pleased to be working with the team at Inspire and welcome them to the Sawtooth platform as an investment strategist. Inspire sharpens the focus for investors who are seeking an impact consistent with their core values and our goal is to facilitate broad access for wealth advisors wishing to use the Inspire strategies for their practices.”

Inspire Investing is a leading biblically responsible investing firm that specializes in low cost, high impact ETFs. The ETFs utilize the innovative Inspire Impact Score methodology, which measures a company’s positive impact on the world. The ETFs also provide a low cost, convenient, index-based way for investors to create a purposeful impact supporting Christian ministry with their investments.

Inspire, the adviser, provides the index for the Inspire Funds to track. The indexes use software that analyzes publicly available data relating to the primary business activities, products and services, philanthropy, legal activities, policies and practices when assigning Inspire Impact Scores to a company. The securities with the highest Inspire Impact Scores are included in the Indexes and are equally weighted. As the Fund may not fully replicate the Index, it is subject to the risk that investment management strategy may not produce the intended results. Past performance is no guarantee of future results. Securities in the Index or in the Fund’s portfolio may underperform in comparison to the general securities markets or other asset classes. The Fund may focus its investments in securities of a particular industry to the extent the Index does. This may cause the Fund's net asset value to fluctuate more than that of a fund that does not focus in a particular industry. Fluctuations in the value of equity securities held by the Fund will cause the net asset value (“NAV”) of the Fund to fluctuate. The Fund is not actively managed and the Adviser will not sell shares of an equity security due to current or projected underperformance of a security, industry or sector, unless that security is removed from the Index or the selling of shares of that security is otherwise required upon a rebalancing of the Index as addressed in the Index methodology. Tracking error may occur because of imperfect correlation between the Fund’s holdings of portfolio securities and those in the Index. The Fund’s use of a representative sampling approach, if used, could result in its holding a smaller number of securities than are in the Index. To the extent the assets in the Fund are smaller, these risks will be greater. ‍ Investors cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

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There is no guarantee that the Funds will achieve their objective, generate positive returns, or avoid losses. Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireinvesting.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA / SIPC. 

Inspire and Foreside Financial Services LLC are not affiliated. 

ETF shares are not redeemable with the issuing fund other than in large Creation Unit aggregations. Instead, investors must buy or sell ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. The NAV of the Fund’s shares is calculated each day the national securities exchanges are open for trading as of the close of regular trading on the New York Stock Exchange (“NYSE”), normally 4:00 p.m. Eastern time (the “NAV Calculation Time”). Shares are bought and sold at market price (closing price) not NAV. Market price returns are based on the midpoint of the bid/ask spread at 4:00 pm Eastern Time (when NAV is normally determined). 

An active secondary market for the Fund’s shares may not exist. Although the Fund’s shares will be listed on an exchange, subject to notice of issuance, it is possible that an active trading market may not develop or be maintained. There is no guarantee that distributions will be paid. 

Investment advisory services offered through CWM Advisors, LLC dba Inspire, a Registered Investment Advisor with the SEC. 

National Admin Office: 650 San Benito St, Ste. 130 Hollister, CA 95023; Phone: (877)658-9473; Email: admin@inspireinvesting.com 

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