Report Date:
March 2025
Index Description
The New Power strategy offers investors a strategic opportunity to invest in the mega trend of “New” energy generation and distribution as a means of combating and adapting to, the negative impacts of climate change. New Power has defined allocations to three categories of investment: Transformers represent incumbent or established companies who are evolving to become leaders in climate solutions. Innovators are smaller companies that are bringing new technologies and solutions to the challenge. And Pure Plays are companies that are directly in the business of providing clean energy, efficient use of natural resources or climate adaptation products and services.
New Power is a one of a kind, 100% equity investment strategy employing best of class stocks, ETFs, and mutual funds in this growing sector with a long history of outperforming the benchmark (PowerShares Clean Energy Index fund PBW). New Power is a climate solutions strategy by directing investor capital toward companies that are driving real change.
Important information: Past performance of a ProfitScore index is not an indication of future results. You cannot invest directly in any ProfitScore index. Performance of any ProfitScore index does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in an index. Index performance does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Such fees, expenses and commissions would reduce returns.
