Green Portfolios

ESG Accounts

Green Portfolios

ESG Accounts

Pure Plays

We offer professionally managed  Green Accounts for investors seeking:

  • pure-play long-term investment growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices
  • broad exposure to investment products and global markets in the ESG space
  • ultra-low-fee core accounts
  • highly-competitive managed account fees

ESG Domestic Equity Account

The Galleon ESG Domestic Equity account seeks long-term growth of capital that is tied to US-based companies that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

The account intentionally excludes stocks of companies in the following industries: adult entertainment, alcohol and tobacco, weapons, fossil fuels, gambling, and nuclear power. It also excludes certain stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet diversity criteria. The account is actively managed and seeks positive alpha as compared to its benchmarked index.

ESG International Equity Account

The Galleon ESG International Equity account seeks long-term growth of capital that is tied to non-US-based companies that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

ESG Global Bond Account

The Galleon ESG Global Bond Account seeks long-term income that originates from company bonds and other fixed income instruments that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in debt of established large, mid, or small capitalization bonds and fixed income instruments. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

ESG Global Commodity Account

The Galleon ESG Global Commodity account seeks exposure to diversified growth opportunities by investing in agriculture, cocoa, coffee, corn, cotton, energy, livestock, metals, forest products, sugar and other commodities whose underlying companies demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

ESG Total Market Account

The Galleon ESG Total Market account seeks long-term growth of capital that is tied to US-based companies demonstrating a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks, bonds, or other fixed income products. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

The account intentionally excludes stocks of companies in the following industries: adult entertainment, alcohol and tobacco, weapons, fossil fuels, gambling, and nuclear power. It also excludes certain stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet diversity criteria. The account is actively managed and seeks positive alpha as compared to its benchmarked index.

+ Overview

Pure Plays

We offer professionally managed  Green Accounts for investors seeking:

  • pure-play long-term investment growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices
  • broad exposure to investment products and global markets in the ESG space
  • ultra-low-fee core accounts
  • highly-competitive managed account fees

+ ESG Domestic Equity

ESG Domestic Equity Account

The Galleon ESG Domestic Equity account seeks long-term growth of capital that is tied to US-based companies that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

The account intentionally excludes stocks of companies in the following industries: adult entertainment, alcohol and tobacco, weapons, fossil fuels, gambling, and nuclear power. It also excludes certain stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet diversity criteria. The account is actively managed and seeks positive alpha as compared to its benchmarked index.

+ ESG International Equity

ESG International Equity Account

The Galleon ESG International Equity account seeks long-term growth of capital that is tied to non-US-based companies that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.
+ ESG Global Bond

ESG Global Bond Account

The Galleon ESG Global Bond Account seeks long-term income that originates from company bonds and other fixed income instruments that demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in debt of established large, mid, or small capitalization bonds and fixed income instruments. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.
+ ESG Global Commodity

ESG Global Commodity Account

The Galleon ESG Global Commodity account seeks exposure to diversified growth opportunities by investing in agriculture, cocoa, coffee, corn, cotton, energy, livestock, metals, forest products, sugar and other commodities whose underlying companies demonstrate a high level of compliance with current ESG standards. The portfolio manager invests primarily in established large, mid, or small capitalization stocks. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.
+ ESG Total Market

ESG Total Market Account

The Galleon ESG Total Market account seeks long-term growth of capital that is tied to US-based companies demonstrating a high level of compliance with current ESG standards. The portfolio manager invests primarily in equity of established large, mid, or small capitalization stocks, bonds, or other fixed income products. All companies are vigorously vetted to meet strict environmental, social, and corporate governance (ESG) criteria.

The account intentionally excludes stocks of companies in the following industries: adult entertainment, alcohol and tobacco, weapons, fossil fuels, gambling, and nuclear power. It also excludes certain stocks of companies that do not meet standards of U.N. global compact principles and companies that do not meet diversity criteria. The account is actively managed and seeks positive alpha as compared to its benchmarked index.

Global Advisers Sustainable Investing Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 47336 (GREEN)


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

ESG Domestic Equity

Asset Class U.S. Equity
Category Large Cap Growth
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G117
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG International Equity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G118
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Bond

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G119
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Total Market

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G121
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Commodity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G120
Account manager Galleon Wealth Management
Region Global
Market Developed

CO2 Emissions by Country (2019)