$94.90—Stale · unknown old
NYSE • Last print unknown ago
$94.90—Stale · unknown old
Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF (CDEI) focuses on investing in large-cap U.S. companies that demonstrate strong diversity, equity, and inclusion practices. The ETF is designed to appeal to institutional investors seeking to align their portfolios with socially responsible investment strategies, particularly in the financial services sector.
CDEI generates revenue primarily through management fees based on the total assets under management. Its focus on diversity and inclusion allows it to attract a growing segment of socially conscious investors, providing a competitive edge in the asset management space. The ETF's unique index methodology differentiates it from traditional large-cap funds.
Changes in AUM driven by investor sentiment towards ESG and diversity-focused investments
Performance of underlying large-cap stocks in the index
Regulatory changes affecting ESG investment mandates
Market volatility impacting investor risk appetite
Potential regulatory changes that could impact ESG investment criteria
Market saturation in the ESG-focused ETF space
Increased competition from other ESG-focused ETFs and mutual funds
Pressure from traditional asset managers to incorporate ESG factors
Low liquidity risk due to the nature of ETF structures
Minimal financial leverage as the ETF does not carry debt
moderate - while CDEI's performance is influenced by overall market conditions, its focus on ESG may attract investment even during economic downturns.
Rising interest rates can lead to increased costs for borrowing and may dampen equity market performance, negatively impacting AUM growth and management fees.
minimal - the ETF does not rely heavily on credit markets for its operations.
growth - investors focused on long-term capital appreciation and socially responsible investing.
moderate - historical volatility is influenced by the performance of large-cap equities and market trends.