ITG Announces New Faith and Values Investment Strategy:
New York, NY, March 11, 2024 — Index Technologies Group LLC, a provider of innovative investment strategies, proudly announced the launch of SuperDex’s Faith and Values investment strategy. This new strategy, spearheaded by Jon DuPrau Managing Partner at SuperDex, and represents a significant milestone in the company’s faith-based investment initiative.
“At SuperDex, we understand how important it is to align investments with values, which is becoming essential to a growing number of investors,” said Jon DuPrau. “The Faith and Values strategy evolves beyond excluding obvious industry groups and is designed to provide a sophisticated, data-driven approach to analyzing how corporations practice ethical principles in their businesses.” Accessing more data with better tools to analyze offers faith-based investors a more comprehensive view of a corporation’s culture and values, which can contribute to their overall success. Mr. DuPrau underscored SuperDex’s commitment “to drive positive change in the investment industry.”
Key Features of the Faith and Values Index:
- Excluding the Obvious: industry groups like tobacco, alcohol, gaming, pornography and cannabis are excluded from the investable universe.
- Excluding Gaps in Values: Companies that have a history of violations, don’t practice adequate levels of transparency, are sued repeatedly for product faults, have failed to file requirements with regulators, source materials from adversaries or contribute to organizations that are antithetic to faith are also excluded.
- Ethical Investment Criteria: Focuses on companies that are vocal about their values, demonstrate strong corporate governance, employee satisfaction and social responsibility.
- Comprehensive Data Utilization: Employs extensive data analysis to evaluate companies against faith-based, values and ethical standards.
- Rigorous Selection Process: Uses proprietary algorithms to score and rank companies, ensuring a standard of ethical practice.
- Quarterly Rebalancing: Adjusts the index regularly to reflect changes in corporate practices and market conditions.
The launch of the Faith and Values investment strategy is emblematic of SuperDex’s ongoing efforts to provide deeper and more comprehensive analysis, especially around the subject of faith, to meet the specific objectives of institutional investors.
About Index Technologies Group LLC: ITG is dedicated to enhancing the way institutions invest by developing adaptive and efficient strategies. With a focus on strategic beta, custom indices, and innovative investment processes, SuperDex aims to provide superior investment solutions tailored to meet the needs of today’s investors.
For more information about the Faith and Values Index and other SuperDex investment solutions, please visit www.superdex.com.
Media Contacts:
Index Technologies Group
10 East 53rd St, Suite 1400
New York, NY 10022
T: 212.466.6760