At BITA we provide independent, methodologically-sound indexes that are investable and replicable by customers and stakeholders. Our team of quantitative engineers has extensive experience working at some of the largest index providers and quantitative asset managers. Our methodologies and processes are completely transparent and publicly available.
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The Cedar Portfolio is an actively managed ESG portfolio of great businesses from around the world helping society and the environment, focusing on all stakeholders and targeting outperforming portfolio returns. We take an integrated approach to ESG, Socially Responsible and Impact Investing. We invest in businesses promoting the 17 UN Sustainable Development Goals (SDGs) . We take a Market Environmentalism approach, not Agenda-based Environmentalism. We do not employ derivatives nor do we use debt or leverage in the portfolio. Our investment philosophy uses the principles of a unique school of thought known as the Austrian School of Economics (ASE), placing emphasis on enduring businesses with high free cash flows, minimal or manageable debt, and stores of value. This represents a powerful advantage in an era beset with excessive debt and leverage. Become an Active Owner of Businesses Helping Society and the Environment!
- Top 10 Constituents
REAL TIME VALUES CALCULATED BY BITA
|Number of Constituents||40|
|Annualized 3-years return|
|4 of March 2021||Cosan Limited Acquisition by Cosan S.A.|
|10 of May 2021||Canadian Pacific Railway Ltd Stock Split|
|28 of May 2021||Demerger of Organon & Co from Merck & Co Inc.|
|15 of June 2021||Index Ordinary Reconstitution - Cedar Austrian Economics ESG Index|
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