Inspire Global Hope ETF (BLES US) – Portfolio Construction Methodology

The underlying Inspire Global Hope Index delivers an equal-weight portfolio of 400 large-cap stocks selected globally by Inspire Impact Score. Eligible companies are drawn from the largest 10% by market cap within the US, international developed, and emerging markets (US selection drawn from the largest 500 US companies); BDCs, MLPs, OTC listings, India ordinaries, and manufacturers of weapons or barrier contraceptives are excluded. Constituents must have Inspire Impact Scores ≥0. Selection targets 200 US, 160 developed-international, and 40 emerging-market stocks, with country concentration within non-US regions capped at 10% per country in the first pass, then relaxed to 15% if needed. The index reconstitutes annually in September using regional rank-by-score and employs turnover buffers that limit annual changes to ≤15% via multi-level retention rules; it rebalances quarterly to equal weight.

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