Aiming to build wealth, equality, and voice.
A fairer and more inclusive corporate America awaits.
(NASDAQ: LGBT)
LGBTQ + ESG100 ETF (NASDAQ:LGBT)
LGBTQ Loyalty has designed an index, tracked by an investable Exchange Traded Fund (ETF), called LGBTQ + ESG100. The investable ETF, (LGBT), is traded on the Nasdaq exchange. This ETF aims to build wealth by investing in a group of publicly traded companies that, as part of their DNA, promotes the visibility and fair treatment of LGBTQ employees and the greater LGBTQ community. We believe that as this ETF grows, so will the wealth of our investors and the voice of the LGBTQ community.
What is an ETF? An Exchange Traded Fund (ETF) is a type of publicly traded security that tracks an index or actively managed index, which is a basket or group of stocks based on an investment theme. The ETF represents the performance of this group of stocks and can be purchased or sold on the Nasdaq exchange—in this case, the same as a regular stock.
You can also visit the ETF website here and find the prospectus here with risks and disclosures.
About
LGBTQ Loyalty is a financial methodology and investment index design company committed to protecting and celebrating LGBTQ individuals, as well as members of other marginalized communities, beginning in the workplace. We have benchmarked the first-ever U.S. Loyalty Preference Index, the LGBTQ100 ESG Index. We seek to empower the LGBTQ community and its supporters—both corporations and individuals—by including the nation’s top-performing companies’ stocks in our investment products.
The global pandemic has demonstrated that the empowerment of marginalized communities is more important than ever. Corporate America has played an instrumental role in improving LGBTQ visibility and workplace treatment in the last two decades, regularly sponsoring Pride events and actively recruiting those of all sexual orientations and genders. LGBTQ Loyalty aims to promote and reward this progress by delivering impressive returns for impact-minded investors of all kinds.
Our Core Investment Thesis
Impact investing, also called ESG (Environmental, Social, and Governance) investing, has become a large part of institutional portfolios. Why have pension funds, endowments, and foundations associated with the world’s wealthiest families embraced this fairly new mode of investing? Two simple reasons:
It works.
Focusing on companies that are good corporate citizens that respect our environment, are transparent with their stakeholders, and provide equality in the workplace —those that treat the LGBTQ community well—has resulted in broad stock market outperformance. Not dealing with negativity turns out to be a form of risk management. Furthermore, a study* by McKinsey & Co. shows that diverse workplaces are happier and better-performing than those without active inclusion practices.
It’s powerful.
When institutions, financial advisors, and individuals vote with their wallets, it sends a clear message. We will invest in companies doing the right thing—and watch as they prove they can outperform their peers.
In June 2020, a record 206 corporations signed an amicus brief supporting the Supreme Court’s decision to protect LGBTQ+ individuals from workplace discrimination.
The LGBTQ100 ESG Index is the first index tracked by an ETF (NASDAQ: LGBT) that directly involves members of the LGBTQ community in its corporate constituent selection process (that is, how we choose stock). The performance of our Index over the last two years is proof that we can advance equality and strengthen the ROI bottom line!
*“Diversity wins: How inclusion matters.” McKinsey & Company, May 19,2 2020
How the Investment Process Works
The LGBTQ100 ESG Index boasts representation from 11 business sectors, with a focus on technology, health, and finance. Our portfolio is chosen from the top 500 public U.S. companies (by market capitalization) that secure a 100% rating (or 90% for existing constituents) in the Corporate Equality Index, meaning they have “satisfied all of the criteria for that year and are recognized as a ‘Best Places to Work for LGBTQ Equality.’”1 The Harris Poll Survey results are also considered in the final round of evaluation.
The fundamental screening group must meet the following criteria:
- Publicly traded on a major U.S. exchange for the past six months or longer
- Average month-end turnover (trading volume) in the past 12 months must equal or exceed $1.5 billion
- Median daily volume/free-float-adjusted issued shares must equal or exceed 0.2% for 9 of the last 12 months
- Average month-end FFMV for the last 12 months must equal or exceed $7.5B
- Must pass ESG screening
- Top-level ISS-ESG score must rank within the top three quartiles
The Harris Poll assists us by surveying 100,000 LGBTQ people on brand image, brand loyalty, and community support. This contributes to our selection of the top 100.
Our partner: Our index is generated by the fintech powerhouse Fuzzy Logix, which automates the calculation and maintenance of our index.
As Seen In















In the News
Barney Frank at the Forefront Morningstar - June 25, 2021 (Barney Frank)
How to Invest in LGBTQ Causes Real Simple - June 10, 2021
Launch of LGBTQ ETF Comes From its Community ETF Express - June 7, 2021
Pride Month Meets Wall Street as New LGBTQ ETF Hits the Market NBC 5 Dallas - June 5, 2021
Newsletter theSkimm Money - June 4, 2021
There’s a New LGBTQ-Focused ETF — Here’s How it Differs From Two Others That Failed MarketWatch Opinion - June 4, 2021 (Andrew Chanin/Bobby Blair)
What To Know About the World’s First LGBTQ ETF for Pride Month CNBC - June 2, 2021 (Robert Tull)
LGBTQ-Friendly ETF has Tesla as Top Holding Cheddar - June 2, 2021 (Andrew Chanin/Orlando Reece)
ETF Tracking LGBTQ index is Launched InvestmentNews - June 2, 2021
June is Pride Month. Wall Street Has Taken Notice CNN Business - June 1, 2021 (Andrew Chanin/Bobby Blair)
Indexing LGBTQ Equality and Sentiment: Q&A With New ETF’s Manager Financial Planning - June 1, 2021 (Andrew Chanin)
#TradeTalks: The Diversity and Inclusion Driven Fund to Incorporate LGBTQ+ Community Survey Data Nasdaq - May 28, 2021 (Andrew Chanin)
Beyond Pride: Inside the Movement to Make Money More Inclusive of LGBTQ+ Americans Money - May 26, 2021
LGBTQ Loyalty Holdings Launches LGBTQ + ESG100 ETF ETF Express - May 19, 2021
ETF Tracks LGBTQ Friendly Companies ETF.com - May 18, 2021
New ETF Focuses On LGBTQ Equality and ESG Principles Financial Advisor - May 18, 2021
Investment Guide
Download our guide for more information on our commitment to the LGBTQ community, as well as our ETF.
Read Our GuideComplimentary, no registration required.
Leadership
Our board network features influential names that will take our mission to the next level.
Our partner: Our index is generated by the fintech powerhouse Fuzzy Logix, which automates the calculation and maintenance of our index.
How Do I Invest?
The ETF that tracks our index is (NASDAQ: LGBT) and can be purchased via the following online brokers. You can also ask your financial advisor or 401k administrator for more information.
Contact
Fort Lauderdale, FL
LGBTQ Loyalty Holdings, Inc
2435 N Dixie Hwy
Wilton Manors, FL 33305
