Innovators take market share during periods of disruption

Jay Owen Green Prosperity, SRI/ESG News, Beyond GDP

We’re pleased to report that through April 30th, all of our core portfolios have exhibited downside protection relative to broad equity markets year-to-date, including versus our benchmark, the MSCI All Country World Investible Market Index (MSCI ACWI IMI). We hope you and yours are well, and—as always—we’re grateful for the trust you’ve placed in us to help you achieve your long-term financial goals. We don’t take that trust lightly at all.

Important Disclosures

In case you’ve missed out on our recent media coverage, here’s some of what we’ve been working on this year:

Finding Companies Addressing Systemic Risks – This wide-ranging discussion explains why Green Alpha’s investment philosophy is well equipped to help clients preserve and grow their wealth. Podcast by Planet MicroCap

Responsible Gender Lens Investing – Analysis of leadership team diversity is a material aspect of assessing a company’s likelihood of outperforming their peers, but it can’t be the only variable in a prudent investment process, nor should the analysis be done without rigor. Published by the GreenMoney Journal and Moxie Future

Next Economy Investing During Volatile Times – All this volatility can be nerve wracking; however, Green Alpha remains comfortable functioning in this environment, because our thesis has always been about investing in a time of exponential change. Webinar Recording

ESG Managers Stick to Long-term View Despite COVID-19 Crisis – The transition from the legacy economy to the Next Economy is a multi-decade process. It may be altered by the pandemic, but it cannot be derailed. Published by FA Magazine

Green Alpha’s Perspective on Yesterday’s Market Decline – Our reaction—in real time—to the worst market day of 2020. Thought Leadership Blog

COVID-19 is Attacking Your Stocks. Here’s How to Fight Back – Companies doing something about system-level risks—including the climate crisis, resource degradation, and, yes, pandemics—are the ones poised for growth. Published by Worth

How to Disrupt Investment Management – The time of blind indexing is behind us. Let’s admit that it does matter what a company actually produces before choosing to invest in it. Published by Worth

Talking Markets: Oil, Car Companies Lead List of Most Low-Carbon Patents – Pay careful attention to what a company is really saying when they give themselves a ‘sustainable’ or ‘green’ label. Published by the Wall Street Journal

Dear Larry Fink: It’s Time to Turn Your Words into Actions – So far, we don’t see enough evidence that BlackRock has made good on Fink’s vow to put the climate crisis at the center of all investment decisions. Published by Worth