Sustainable Investing Portfolios

ESG Investing, Fossil Fuel Free, & Customized Stocks

A SUSTAINABLE INVESTING PRIMER FOR INVESTORS

A sustainable corporation is one that creates profit for its shareholders while protecting the environment and improving the lives of humans. Sustainable investing is highly correlated with corporate environmental, social, and corporate governance (ESG) criteria.

 

ESG investing is a rules based investment selection process that identifies how strongly a corporation cumulatively scores across its environmental, social, and governance metrics. Stocks with higher ESG scores are favored over those with lower scores. In many cases, corporations that receive the lowest scores are eliminated from the portfolio entirely. 

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IMPACT INVESTING ACROSS OUR THREE PORTFOLIO STRATEGIES

Impact investing focuses on corporations and organizations working towards global aspirations such as renewable energy, affordable housing, healthcare, micro finance, reducing poverty, and education. Impact investing generally aligns with the United Nations Sustainable Development Agenda. While it would be technically inappropriate to categorize any of our strategies purely as an "impact investment" on its own, each of our portfolio options create more positive impact compared to a conventional investment strategy.

CORE ESG

Carefully selected funds represent several thousand underlying stocks and bonds in this portfolio model.  In addition to its sustainable design, this model represents our strongest tilt towards Smart Beta factors. Five different risk-based models align with Modern Portfolio Theory, which won a Nobel Prize in Economic Sciences in 1990. Portfolios can be customized if a client's value set differs from what we've built into the model. 

CORE ESG

Our "deep green" exclusionary SRI portfolio for environmentally conscious clients. Fossil fuel free is defined as divestment from companies holding reserves of coal, oil, and natural gas. If desired, we can further customize that definition to divest all the way to the utilities that burn fossil fuels. In addition to a fossil fuel free mandate, this model also considers ESG screening criteria with a small tilt to Smart Beta factors. 

FOSSIL FUEL FREE
FOSSIL FUEL FREE

Available for client households with greater than $500,000 invested with us. This strategy is a completely custom build using individual stocks reflecting the values most important to you. Before implementation, we'll provide a detailed impact report based on our mutually agreed upon stock selection criteria to make sure we have it exactly correct. Think of this strategy as your own rules-based ESG index to follow. 

CUSTOM STOCKS
CUSTOM STOCKS