Wouldn’t it be nice to see what’s under the hood?
Prospective clients have been coming to Earth Equity Advisors for over fifteen years with the intention of transitioning from traditional investments to a sustainable, responsible and impact portfolio. One of the most frequent things these folks tell us is that they’re not sure what they own in their current portfolios. Our Impact X-Ray report answers these questions.
Most investors own mutual funds or exchange traded funds (ETFs). These securities are made up of other investments such as stocks and bonds. The problem is that it’s not easy to see what these underlying company stocks are.
- Do you own fossil fuel companies?
- Do you own weapons manufacturers?
- Do you own tobacco companies?
- Do you own nuclear?
Our Impact X-Ray answers these questions, shows you what percentage of each and lists all of the companies in each category.
Most prospective clients are shocked to see how much of their portfolios are invested in companies that they would never choose on their own.