Fundamental Research + Ethics
It goes by many names: socially responsible investing, ethical investing, socially conscious investments, “green” investing, SRI, or sustainable investing, but sustainable, responsible, and impact investing is all about one thing:
We’re talking about investments that consider both building wealth and making long-term positive impact on our planet, society, and future.
Strategy
First, we use traditional fundamental analysis as the basis for the construction of our portfolios. Next, we combine proprietary asset allocation analytical models and enhanced socially and environmentally responsible due diligence to create impactful, risk-aware portfolios for our clients.
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More About Our Portfolios
Each client portfolio is unique, based on their risk and return needs. We typically use a combination of one of our fossil-fuel free diversified mutual fund models (conservative, balanced, aggressive, or global equity), Calvert Impact Notes, or managed individual equity models from our colleagues at Green Alpha Advisors.
Many client portfolios include Earth Equity’s Signature fossil-fuel free individual stock portfolio, The Green Sage Sustainability Portfolio.