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.
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.
Our portfolios are grounded in solid fundamental economic analysis. We look at price/earnings ratios, debt levels, growth, and other metrics just like any “traditional” asset manager does. Of course, these metrics are important, but we take it one step further and also apply our own rigorous, responsible due diligence to ensure that our investments truly align with our values.
Creating diversified, risk-smart portfolios
We created our own asset allocation analytical model because we weren’t satisfied by any current evaluation models and wanted to offer this enhanced value to our clients. The model incorporates both historic volatility metrics and forward-looking demand. It is complemented by research from several of the top asset management firms in the world.
Align your investments with your values ®
We believe that the risk is too great to own fossil-fuel extraction, processing, or transportation companies because of issues such as stranded assets, extreme volatility in the petroleum markets, and government regulation. We believe in doing the right thing – as journalist Bill McKibben says, “are willing to alter the chemical composition of the atmosphere in order to make more money?”
Plus, we now have definitive evidence, from a GMO Investment Management study, that eliminating the energy sector does not negatively impact investment performance.
Sustainable, responsible, and impact investing includes the screening of portfolios based on :
Environmental track record & sustainability
Corporate governance, business ethics & transparency
Fair & safe workplace
International human rights
What do we want to own
Excluding fossil-fuels from our portfolios frees up capital to support companies that make a positive difference in the world. Our portfolios typically include:
Natural & organic products and services
Green real estate
Technology, big data & internet of things
Actively managed portfolios
We believe there is power in active management – especially as we work to shift the paradigm from an old economy model to the next economy model. The ability to make investments in positive opportunities as they arise gives us an advantage over passive strategies.
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.
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This website is solely for informational purposes. Advisory services provided by Peter Krull, Neill Yelverton, Leesa Sluder and Kerry Keihn, investment adviser representatives of Earth Equity Advisors, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Earth Equity Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Earth Equity Advisors, LLC unless a service agreement is in place.
‘Helping you align your investments with your values’ is a registered trademark of Earth Equity Advisors, LLC. Earth Equity is a registered trademark of Earth Equity Advisors, LLC