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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.

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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.

Index Features

The top 500 publicly listed U.S. corporations by market capitalization that have received a score of 100/100 in the annual Corporate Equality Index conducted by a major human rights organization in Washington D.C. are considered
Harris Poll Survey results are used to express the voice of the LGBTQ+ community in the final selection of the constituents
Diverse index with a fair representation from 11 business sectors is led by technology, healthcare & finance
Fundamental and ESG screenings ensure sustainable liquid companies

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Investment Guide

Download our guide for more information on our commitment to the LGBTQ community, as well as our ETF.

Read Our Guide

Complimentary, no registration required.

Leadership

Our board network features influential names that will take our mission to the next level.

Barney Frank

Board Member

Former U.S. Congressman & Chairman of the House Financial Services Committee

Barney Frank is a graduate of Harvard College and Harvard Law School. He was the Executive Assistant to the mayor of Boston from 1968-1970; he was the Administrative Assistant to former Congressman Michael Harrington from 1971-1972 and a Massachusetts State Representative from 1973-1980. Mr. Frank was a US Congressman, representing the 4th District of Massachusetts from 1981-2013. As Chair of the House Financial Services Committee, from 2007-2010, he was the co-author of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the regulatory overhaul signed into law in July 2010. In 1987 he became the first Member of Congress voluntarily to acknowledge that he is gay, and in 2012 became the first sitting Member of Congress to marry a same-sex partner, James Ready. He has written two books: Speaking Frankly, in 1992, a critique of some aspects of the Democrats approach to public policy; and a political memoir published in 2015 titled “Frank: From the Great Society to Same Sex Marriage.” The book was nominated for a Triangle Award and co-won the Randy Shilts Award for Gay Nonfiction. He has also written chapters in two other books, one on LGBT rights and more recently on the response to the financial crisis. He has taught at Harvard, Boston University, the University of Massachusetts Boston and the University of Massachusetts Dartmouth. Before joining government, he was a political activist, including his participation as a volunteer in the Mississippi Freedom Summer in 1964.

Billy Bean

Board Member

VP Inclusion MLB

Billy Bean is a former professional baseball player and is currently a major league baseball (MLB) front office executive serving as Vice President and Special Assistant to the Commissioner. As a senior advisor to Commissioner Rob Manfred, his role focuses on baseball’s social responsibility initiatives and LGBT inclusion. Among his responsibilities, Mr. Bean works with MLB’s 30 clubs to bring awareness to all players, coaches, managers, umpires, employees, and stakeholders throughout baseball to ensure an equitable, inclusive, and supportive workplace for everyone. On July 14, 2014, Mr. Bean was announced as MLB’s first-ever Ambassador for Inclusion. He played major league baseball from 1987-1995. He broke into the big leagues with the Detroit Tigers, and tied a major-league record with four hits in his first game. He went on to play for the Los Angeles Dodgers and the San Diego Padres. Mr. Bean was a two-time “All-America” outfielder at Loyola Marymount University before graduating with a degree in Business Administration. During the 1986 season, Bean led the Loyola Marymount Lions to a midseason #1 national ranking and a berth into the College World Series in Omaha, Nebraska. Mr. Bean is a member of the MLB Owner’s Diversity and Inclusion Committee and was instrumental in the development of MLB’s ‘Shred Hate’ bullying prevention program, a groundbreaking educational youth campaign and partnership with ESPN. He is also the author of the book, “Going the Other Way: Lessons from a Life in and out of Major League Baseball.” We believe Mr. Bean is qualified to serve on our Board of Directors based upon his industry and management experience.

Martina Navratilova

Board Member

Hall of Fame Tennis Player

Martina Navratilova is a former professional tennis player deemed by many to be the most successful female tennis player of the open era. Over a career spanning four decades, Ms. Navratilova won 59 Grand Slam titles, including a record 9 Wimbledon singles championships, 167 singles and 177 doubles championships. Over the course of her tennis career, Ms. Navratilova was distinguished as the Women’s Tennis Association’s (“WTA”) “Tour Player of the Year” seven times, named the Associated Press’s “Female Athlete of the Year” and declared one of the “Top Forty Athletes of All-Time” by Sports Illustrated. After being inducted into the International Tennis Hall of Fame, she continued to take part in WTA events as well as the 2004 Olympics Games. As she approached her 50th birthday in 2006, she decided to leave the tour circuit behind after her final Grand Slam, a mixed-doubles championship with Bob Bryan at the U.S. Open making her the oldest player to ever win a Grand Slam title. Ms. Navratilova provides commentary to the Tennis Channel’s audience during its coverage of the Grand Slams. She is an ambassador for the WTA and is a regular commentator for the British Broadcasting Corporation and Tennis Channel at Wimbledon. Ms. Navratilova also works for BT Sport and appears regularly on their tennis commentary. She spends as much time as she can with her family in Miami, and often finds herself traveling the world, speaking at events, playing in numerous exhibition matches, and tirelessly promoting all of the issues that are close to her heart. As one of the first openly gay sports figures, she has spent much of her career overcoming prejudices and stereotypes, giving up millions of dollars in endorsements and sponsorships as a result of her insistence on living a life of integrity and honesty. Since coming out in 1981, she has been an inspiring and vocal advocate for equal rights and a strong supporter of many charities benefiting the LGBT community. She has received numerous awards from many of the most influential organizations within the LGBT community. We believe Ms. Navratilova is qualified to serve on our Board of Directors based upon her industry and professional background.

Orlando Reece

Board Member

Former CEO of Pride Media

Well-known sales and marketing executive Orlando Reece is a Board Member of LGBTQ Loyalty Holdings, Inc. Previously, Reece was CEO of Pride Media, the world’s largest media company dedicated to serving the LGBTQ+ community. He was responsible for expanding iconic brands like the Advocate and Out beyond the print titles into digital platforms, social media and events, while maximizing revenue and site growth.  His strategic vision focused on creating content, innovative use of technology and expanding the brand to a larger audience with a “queer” lens.

“We live in challenging times, and it is essential to surround ourselves with the best talent and the most creative concepts,” Reece said. “It is only through true inclusion and equality, advanced every day at LGBTQ Loyalty, that we open ourselves up to discover the richest minds and most unexpected solutions.” In his long list of credits, Reece served as Co-Founder and Chief Operating Officer of Swoup, a fast-growing shopping and savings mobile app.  Throughout his career, Orlando has developed a reputation for transforming and disrupting business models at media companies. He was VP Of Sales and Marketing at the Game Show Network; VP Head for Broadcast and Digital Video for Everyday Health; SVP of Television/Radio for Martha Stewart Living Omnimedia; and Executive Director of Entertainment at Yahoo! He started his career at Viacom and moved to the Disney Company holding various positions and creating the company’s cross divisional sales and marketing team.  He currently serves on the board of the Hudson Valley LGBTQ Center.

Reese, who graduated from the College of William and Mary, is married to Cedrick Moreau, an eyewear executive who studied at Lycée des Métiers de L’Optique in Paris, and lives on the East Coast.

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.

You can also visit the ETF website here and find the prospectus here with risks and disclosures.

Contact

Fort Lauderdale, FL
LGBTQ Loyalty Holdings, Inc
2435 N Dixie Hwy
Wilton Manors, FL 33305

[email protected]