San Jose, Calif., July 15, 2020 — Inspire Investing launched the latest offering in their lineup of faith-based exchange traded funds (ETFs), building upon their reputation for innovation in the biblically responsible investing (BRI) movement.
The Inspire Tactical Balanced ETF (NYSE: RISN) is the world’s first actively managed faith-based ETF. All previous faith-based ETFs on the market, including those from Inspire and other ETF managers, are passively managed in nature and designed to track performance of underlying indexes. RISN is different because it uses active management to seek outperformance relative to the US large cap stock market over the long term with lower volatility, rather than simply tracking index performance.
“I have never seen greater demand for faith-based investments than I do now,” commented Inspire CEO, Robert Netzly. “For the first time ever, RISN gives faith-based investors access to an actively managed strategy seeking to deliver above average growth along with the convenience and efficiency of an ETF structure and a fantastic ticker symbol.”
Designed to be a core portfolio holding, RISN tactically shifts its holdings between varying proportions of US large cap stocks and US Treasury bonds, or other defensive assets, based on proprietary technical analysis signals developed by experienced father-son duo, Keith Chandler and Jacob Chandler, two of the fund’s four managers. RISN comes with an expense ratio of 0.84% and like all of Inspire’s ETFs it utilizes the Inspire Impact Score™ to seek out inspiring, biblically aligned companies to invest in accordance with biblically responsible investing (BRI) principles.
For more information on the Inspire Tactical Balanced ETF (NYSE: RISN), visit www.inspireetf.com.
# # #
Inspire Investing is a leading provider of faith-based investments and creator of the globally recognized Inspire Impact Score™ which is used by investors around the world to measure the biblical alignment of their investments according to Biblically Responsible Investing (BRI) principles. For more information, visit www.inspireinvesting.com.
Eric Smyth
(831)382-6572
inspire@inspireinvesting.com
Important Risk Information
The Fund is actively managed and does not seek to replicate an index. The adviser's judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund's performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.
The Fund invests its assets in securities with an Inspire Impact Score® of zero or higher. As a result of its strategy, the Fund's exclusion of securities of certain issuers for nonfinancial reasons may cause the Fund to forgo some market opportunities available to funds that do not use these criteria. The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes.
The Inspire Impact Score is an objective, rules-based scoring system which Inspire uses to identify what we believe to be some of the most inspiring, biblically aligned companies to invest in — the kind of companies that are blessings to their communities, customers, workforce and the world. The Inspire Impact Score rates a company on a scale of -100 to +100 in relation to how well the company aligns with biblical values, with +100 being the highest possible score.
How the Inspire Impact Score is calculated — Step 1: Every company starts with zero points. Step 2: Exclusionary screens are applied to companies which operate at odds with biblical values. Negative points are assigned to the impact score if any violations are found. These companies are always excluded from investment. Step 3: Companies with no negative violations are then positively scored based on how they operate as blessings to their customers, communities, workforce and the world through the five Sustainability Accounting Standards Board (SASB) categories: environment, social capital, human capital, business model & innovation, and leadership & governance (you can learn more about the SASB categories at materiality.sasb.org). Positive points are assigned based on the extent to which the company has above average scores in those positive categories. Result: Companies are scored on a scale between -100 and +100, with scores above zero representing better alignment with biblical values. Inspire only invests in companies with scores of zero or higher, and particularly selects those companies with scores closest to 100 for inclusion in portfolios.
It is not possible for Inspire to be aware of every action a company takes, and there may be additional positive or problematic activities which a company engages in that are beyond what is included in the Inspire Impact Score™ calculation. The Inspire Impact Score™ is not meant to include all activities, whether public or private, of each company scored, but rather to assign a score to companies based on the data Inspire has found from the specified publicly available sources and/or third-party data providers. The Inspire Impact Score™ represents Inspire’s viewpoint on the biblical alignment of scored investments, and other investors may have different opinions about what should or should not be considered a violation. Inspire seeks to update Inspire Impact Scores™ in a timely fashion at regular intervals, but due to differences in research schedules, corporate engagement efforts and data publication timing, a company’s Inspire Impact Score™ may not immediately reflect all known data as soon as it is researched.
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.inspireetf.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA. Inspire and Foreside Financial Services LLC are not affiliated. Copyright © 2025 Inspire. All rights reserved.
The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes.
