Nia Impact Solutions Fund
NIAGX Impact Report
July 1, 2024 - June 30, 2025
2024-2025 Impact Report Now Available
Your investment dollars can do more than build wealth. They can help build the world that is sustainable, equitable, and built to last.
With NIAGX, active ownership is both a right and a responsibility. We treat shareholder engagement as a core part of our fiduciary duty, not an afterthought. By staying in active dialogue with the companies we invest in, we work to manage material risks while unlocking long-term opportunity and value for our shareholders.
In every conversation we have with company leadership, we push for bold climate action, inclusive employment practices, and strong governance because we believe these are the foundations of resilient, future-ready businesses.
We categorize and approach our engagement strategy through three core focus areas:
47%
Community, Equity & Access
As activist investors we see our engagement as a way to encourage companies to expand transparency on diversity data, advance racial and economic access (REA), and safeguard reproductive health to strengthen equity and community resilience.
Climate Solutions & Sustainable Futures
Our engagement strategy emphasizes partnering with companies to reduce emissions, advance water stewardship, and protect biodiversity, ensuring long-term resilience and alignment with global sustainability goals.
21%
Corporate Accountability & Transparency
We engage boards and management on improving governance, emphasizing diverse leadership, transparent financial disclosures, and the elimination of forced arbitration and concealment clauses that reduce accountability and hinder the advancement of women and people of color in the workforce.
32%
Climate Solutions and Sustainable Futures
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Corporate Accountability and Transparency
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Community, Equity, and Access
Data from EthosESG as of 2/5/2026. Compared with SPGM; MSCI ACWI IMI does not report this data. For informational purposes only.
Why Nia, Why Now?
We highly encourage investors to carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and we strongly recommend reading carefully before investing. Investors may obtain a copy of the prospectus by calling (833) 571-2833.
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ADDITIONAL IMPORTANT INFORMATION:
As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund’s investment strategy depends largely upon the Adviser’s skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective.
The Fund’s incorporation of ESG considerations in its investment process may cause it to make different investments than funds that have a similar investment universe and/or investment style and that do not incorporate such considerations in their strategy or investment processes.
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Under certain economic conditions, this could cause the Fund’s investment performance to be worse or better than similar funds that do not incorporate such considerations in their investment strategies or processes. In applying ESG criteria to its investment decisions, the Fund may forgo higher-yielding investments that it would invest in absent the application of its ESG investing criteria.
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Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy or growing to an economically viable size.
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Nia Impact Solutions Fund is distributed by Ultimus Fund Distributor, LLC (Member FINRA) Nia Impact Capital and Ultimus Fund Distributors, LLC are separate and unaffiliated.​
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Control # - 20260508-5466118