The first half of 2020 was a unique time in the markets and in the global economy. While the economy as a whole is struggling to adapt and transition to new realities, those companies that were already pursuing solutions to systemic risks – including, but not limited to, pandemics – are growing and gaining market share.
Green Alpha’s investment thesis and portfolio construction processes are based on our model of a global economy that can thrive indefinitely, without succumbing to the various system-level risks confronting the world. So far this year, our unique thesis has resulted in our portfolios – across the board – providing both significant downside protection and upside capture.
Please click on each “portfolio snapshot” button for the full set of performance results. As reminders of what all of our portfolios have in common and what makes each unique, we encourage you to visit our Investment Portfolios web page.
The Social Index
- Uniquely rigorous gender and social inclusion criteria applied to Next Economy candidates
- 4.5-year track record
- ~92 stocks
Designed to harness the powerful long-term performance and risk mitigation potential of innovation-focused companies run by diverse leadership teams and directors, employing eminently inclusive corporate policies
Social Index portfolio snapshot
Sierra Club Green Alpha
- Green Alpha’s forward-looking research, and the Sierra Club’s social and environmental criteria applied to each company’s history
- 9.5-year track record
- 30-50 stocks
We are proud to be the only financial services firm permitted to utilize the Sierra Club’s proprietary criteria to manage this progressive portfolio