Repositioning Your Cash For A Declining Rate Environment
Thursday, September 12, 2024 11:00 am - 12:00 pm EDT
Please register below to attend this event
Event Details:
Repositioning Your Cash For A Declining Rate Environment Thursday, September 12, 2024 11:00 am - 12:00 pm EDT
Investors have piled into money market funds to the tune of $1.7 trillion since the end of 2020.1 Now, with the Fed mulling cutting rates at its September meeting, we believe investors should think critically about the long-term sustainability of the 5%+ average yield2 they are currently receiving from money market funds.
Enter KCSH, an ultra-short duration corporate bond fund with a sustainability filter. The bonds held by KCSH have an average duration of less than one year,3 providing investors with lower volatility while maintaining a competitive yield. KCSH’s sustainability filter excludes companies with revenues derived directly from the sale of fossil fuels or that violate other conscious investing screens, as determined by the index provider. This added screening helps fill the gap in this space while creating potential opportunities for investors.
Join KraneShares Head of Climate Investments Luke Oliver and COO Jonathan Shelon as they discuss:
- Why the ultra-short corporate bond market is attractive compared to money market funds in the current environment
- Why a sustainability/ESG filter may actually help improve returns
- Overview of the KraneShares Sustainable Ultra Short Duration Index ETF (Ticker: KCSH)
- Comprehensive Q&A
Investors can submit questions by emailing [email protected]
1 CFP/CIMA Credit Available
For KCSH standard performance, top 10 holdings, risks, and other fund information, please click here.
Citations:
- Data from St. Louis Federal Reserve as of 3/31/2024.
- Based on 100 largest money market funds’ yield data compiled by Forbes Advisor as of 6/30/2024.
- Data from KraneShares, Solactive, and Bloomberg as of 6/30/2024.