case study
Atlas Capital’s Climate-Resilient ETF, Powered by AlphaGeo
Overview
Atlas Capital, a global investment management firm, collaborated with AlphaGeo to enhance its flagship Atlas America Fund ETF (USAF). As part of this strategy, Atlas incorporates climate-aware investment approaches that leverage AlphaGeo’s analytics to strengthen resilience considerations, particularly within its real estate exposure.
"AlphaGeo has the ability to blend a vast array of market drivers and climate variables to produce actionable valuations."
Challenge
Atlas Capital set out to design a multi-asset ETF that could provide investors with a forward-looking hedge against global uncertainties, including climate-related risks. A portion of this strategy involves identifying real estate investment opportunities that demonstrate stronger resilience to environmental challenges.
Why AlphaGeo
Atlas Capital partnered with AlphaGeo because of its:
Resilience-adjusted methodology: AlphaGeo’s resilience-adjusted risk scores incorporate the impact of on-the-ground adaptations on real-world risk, unlike most market vendors who only consider physical climate risk. This provides a more accurate assessment and limits capital misallocation.
Seamless integration: AlphaGeo’s services can be easily integrated as data-only feeds into Atlas’s existing models and dashboards.
Solution
Atlas draws on AlphaGeo’s climate analytics to help inform its broader investment framework. The partnership supports Atlas’s ability to highlight real estate exposures that are better positioned to withstand climate-related stresses. These insights supplement Atlas’s own proprietary models and research, ensuring that resilience considerations are systematically integrated into decision-making.
Results
By integrating AlphaGeo’s analytics as one of several inputs into its investment process, Atlas Capital strengthened its ability to differentiate its ETF offering. The result is a forward-looking product that underscores Atlas’s commitment to innovative, resilience-aware investing.
The Atlas America Fund is distributed by Foreside Fund Services, LLC.
Investors should carefully consider the investment objectives, risks, charges, and expenses of the Atlas America Fund before investing. This and other information can be found in the fund’s prospectus, which can be obtained by calling (855) 511-0520 or visiting www.actfund.io. Please read the prospectus carefully before investing.
Investing involves risk. Principal loss is possible. By investing in the Subsidiary, the Fund is indirectly exposed to the risks associated with the Subsidiary’s investments. Because the Fund may invest significantly in real estate related investments, such as through REITs, private real estate investment funds, and directly in real estate, its portfolio will be significantly impacted by the performance of the real estate market and may experience more volatility and be exposed to greater risk than a fund that does not hold real-estate related investments. The Fund’s investments in Private Funds require it to bear a pro rata share of the vehicles’ expenses, including management and performance fees. Private Funds are not publicly traded. Accordingly, the Adviser may consider information provided by the institutional manager to determine the estimated value of the Fund’s investment therein.
