DO WELL WHILE
DOING GOOD

Investing responsibly does not mean you have to sacrifice your returns. In fact, a meta study of over 2000+ academic ESG performance studies confirmed that ESG investing and positive results are not mutually exclusive.

90 

PERFORMANCE

90% of study results demonstrate that prudent sustainability practices have a positive or neutral influence on investment performance. 

9/11 

LOWER RISK

9 out of 11 GICS sectors demonstrate that stocks with superior ESG scores have signaled lower earnings volatility

DO WELL WHILE
DOING GOOD

Investing responsibly does not mean you have to sacrifice your returns. In fact, a meta study of over 2000+ academic ESG performance studies confirmed that ESG investing and positive results are not mutually exclusive.

90 

PERFORMANCE

90% of study results demonstrate that prudent sustainability practices have a positive or neutral influence on investment performance. 

9/11 

LOWER RISK

9 out of 11 GICS sectors demonstrate that stocks with superior ESG scores have signaled lower earnings volatility

DO WELL WHILE
DOING GOOD

Investing responsibly does not mean you have to sacrifice your returns. In fact, a meta study of over 2000+ academic ESG performance studies confirmed that ESG investing and positive results are not mutually exclusive.

90 

PERFORMANCE

90% of study results demonstrate that prudent sustainability practices have a positive or neutral influence on investment performance. 

9/11 

LOWER RISK

9 out of 11 GICS sectors demonstrate that stocks with superior ESG scores have signaled lower earnings volatility

DO WELL WHILE
DOING GOOD

Investing responsibly does not mean you have to sacrifice your returns. In fact, a meta study of over 2000+ academic ESG performance studies confirmed that ESG investing and positive results are not mutually exclusive.

90 

PERFORMANCE

90% of study results demonstrate that prudent sustainability practices have a positive or neutral influence on investment performance. 

9/11 

LOWER RISK

9 out of 11 GICS sectors demonstrate that stocks with superior ESG scores have signaled lower earnings volatility

Doing good Sustainable

DO GOOD FOR THE WORLD

Our strategies are 100% ESG. Companies focusing on ESG do good by focusing on any number of ESG factors. 

ENVIRONMENTAL

Climate action, carbon emissions, resource depletion, water use and alternative energy

SOCIAL

Employee diversity, working conditions, product safety, human rights and community impact

GOVERNANCE

Executive pay, board structure and diversity, transparency, cybersecurity and political lobbying.

Doing good Sustainable

DO GOOD FOR THE WORLD

Our strategies are 100% ESG. Companies focusing on ESG do good by focusing on any number of ESG factors. 

ENVIRONMENTAL

Climate action, carbon emissions, resource depletion, water use and alternative energy

SOCIAL

Employee diversity, working conditions, product safety, human rights and community impact

GOVERNANCE

Executive pay, board structure and diversity, transparency, cybersecurity and political lobbying.

Doing good Sustainable

DO GOOD FOR THE WORLD

Our strategies are 100% ESG. Companies focusing on ESG do good by focusing on any number of ESG factors. 

ENVIRONMENTAL

Climate action, carbon emissions, resource depletion, water use and alternative energy

SOCIAL

Employee diversity, working conditions, product safety, human rights and community impact

GOVERNANCE

Executive pay, board structure and diversity, transparency, cybersecurity and political lobbying.

(ALMOST) EVERYONE WANTS TO ESG

A record $20.6 billion in new money flowed into sustainable funds, four times the amount in 2018. $30 Trillion of wealth is expected to be inherited by millennials and women in the next 30 year, the demographics most interested in sustainable investing1.

25% 

SUSTAINABLE FUNDS

25% of managed assets in the US are in sustainable funds. 

88% 

IMPACT MATTERS

88% of high net worth millennials are actively reviewing the ESG impact of their holdings

85% 

INVESTORS INTERESTED

85% of investors are interested in sustainable investing

95% 

MILENNIALS
ALL IN

95% of millennials are interested in sustainable investing

(ALMOST) EVERYONE WANTS TO ESG

A record $20.6 billion in new money flowed into sustainable funds, four times the amount in 2018. $30 Trillion of wealth is expected to be inherited by millennials and women in the next 30 year, the demographics most interested in sustainable investing1.

25% 

SUSTAINABLE FUNDS

25% of managed assets in the US are in sustainable funds. 

88% 

IMPACT MATTERS

88% of high net worth millennials are actively reviewing the ESG impact of their holdings

85% 

INVESTORS INTERESTED

85% of investors are interested in sustainable investing

95% 

MILENNIALS
ALL IN

95% of millennials are interested in sustainable investing

(ALMOST) EVERYONE WANTS TO ESG

A record $20.6 billion in new money flowed into sustainable funds, four times the amount in 2018. $30 Trillion of wealth is expected to be inherited by millennials and women in the next 30 year, the demographics most interested in sustainable investing1.

25% 

SUSTAINABLE FUNDS

25% of managed assets in the US are in sustainable funds. 

88% 

IMPACT MATTERS

88% of high net worth millennials are actively reviewing the ESG impact of their holdings

85% 

INVESTORS INTERESTED

85% of investors are interested in sustainable investing

95% 

MILENNIALS ALL IN

95% of millennials are interested in sustainable investing

(ALMOST) EVERYONE WANTS TO ESG

A record $20.6 billion in new money flowed into sustainable funds, four times the amount in 2018. $30 Trillion of wealth is expected to be inherited by millennials and women in the next 30 years, the demographics most interested in sustainable investing.1

25% 

SUSTAINABLE FUNDS

25% of managed assets in the US are in sustainable funds. 

88% 

IMPACT MATTERS

88% of high net worth millennials are actively reviewing the ESG impact of their holdings

85% 

INVESTORS INTERESTED

85% of investors are interested in sustainable investing

95% 

MILENNIALS
ALL IN

95% of millennials are interested in sustainable investing

DEDICATED ESG
INVESTMENT ADVISOR

We live our values. As a certified B Corp, we run our business with the same social, environmental and governance values we look for in the companies and funds in which we invest. Our mission is to make the world a better place by growing wealth through sustainable investing. 

All funds we invest in are industry leaders who believe in active engagement. This means they not only invest in companies with superior ESG metrics but also try to influence companies to improve their environmental footprint, social impact and governance policies.