Green Alpha endeavors to preserve and grow investor capital by building portfolios that tap into the innovation-driven, scalable, sustainable, efficient economy that is already unfolding. It begins with the big picture, as rapidly accelerating innovation offers opportunities to mitigate systemic risks. This is the focus of the Green Alpha models.
The Next Economy investment philosophy and process utilizes science-driven, fundamentals-based research to invest in companies whose innovative products and services will transition to the Next Economy – one that is both sustainable and profitable. Green Alpha looks for companies with business activities that, in aggregate, improve upon or leapfrog existing or emerging technologies. Stocks are then selected for the portfolio using time-tested, quantitative Graham-Dodd derived valuation methodologies:
All model constituents for other Green Alpha strategies result from this same process.
This strategy is designed for growth- and income-oriented investors seeking lower volatility and higher income. Stocks are selected from the Next Economy universe and generally meet at least two of the following characteristics:
Sierra Club Green Alpha was developed as a partnership between Green Alpha and the Sierra Club to develop a cutting-edge stock selection process, resulting in portfolio companies that sit at the intersection of innovation, profitability and growth. This is an actively managed, all-cap growth equity strategy that operates in compliance with the Sierra Club’s proprietary social and environmental criteria. It has been global, cross-sector and fossil fuel free since its inception in 2010.
Green Alpha is the only financial services firm allowed to license the Sierra Club’s proprietary environmental and social screening criteria, which is used to manage the Sierra Club Green Alpha Portfolio.
Green Alpha’s portfolio managers have been managing sustainable, fossil-fuel free investment strategies together since 2002. Its executive team has a combined 65+ years of experience building institutional-quality asset management firms and portfolios.
Details of these strategies are available on the EQIS platform.
If you would like to deploy these strategies, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these strategies, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.
EQIS and Green Alpha Advisors are not affiliated. This is not an offer to buy or sell securities.
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