In all our portfolios, we invest with purpose by covering a wide spectrum of issues. We use the 17 Sustainable Development Goals (SDGs) established by the United Nations as a framework for our IMPACT investing approach. Our goal is not to focus on only one or two themes, but to seek out sustainable investing across the board to maximize triple bottom line returns (planet, people, and profit).
Investment Strategy Highlight
Name – IMPACTfolio Top 5
Description – The “Top 5” strategy will invest equally in 5 Exchange Traded Funds (ETFs) each quarter based on Relative Strength. The shopping list of ETFs all have an IMPACT or ESG (Environmental, Social and Governance) mandate. The strategy is tactical in nature, it can invest as much as 100% in equities (stocks) or shift 100% into fixed income (bonds). The strategy is a good compliment to our core portfolios and usually not the sole strategy a client will use with IMPACTfolio.
Current holdings (05/01/2018)
- iShares MSCI EAFE ESG Optimized ETF (ESGD)
- NuShares ESG Large-Cap Growth ETF (NULG)
- Etho Climate Leadership U.S. ETF (ETHO)
- The Organics ETF (ORG)
- iShares MSCI ACWI Low Carbon Target ETF (CRBN)
Investing for IMPACT
The current holdings in the “Top 5” strategy help support the following Sustainable Development Goals.
If you are interested in learning how you can turn your investment portfolio into a force for good by investing for IMPACT, please schedule a complimentary consultation.