top of page

The Challenges

​

Need for more products

  • Over half of consumers (58%) perceive a lack of available ESG products. *

​

  • We design environmentally-minded portfolios that can help meet demand.

Overcoming performance concerns

  • Greater growth is possible if we overcome performance concerns     (e.g., 70% of consumers perceive a trade-off between ESG and returns).

​

  • Our portfolios seek to invest in companies with better environmental performance while generating alpha and managing risk.

Finding signals in complex and dynamic systems

  • Large amounts of environmental and finance data

​

  • Web of relationships among environmental and financial variables is not stable across industries or over time

​

  • Our proprietary framework predicts stock performance by using machine learning to find signals among these complex and dynamic relationships

* sources:  Morningstar Direct; https://www.morningstar.com/lp/sustainable-funds-landscape-report; https://www.morganstanley.com/assets/pdfs/2021-Sustainable_Signals_Individual_Investor.pdf;

https://www.bloomberg.com/company/press/esg-may-surpass-41-trillion-assets-in-2022-but-not-without-challenges-finds-bloomberg-intelligence/

bottom of page