Pure Plays

We offer professionally managed ESG & Sustainable Investing Accounts for investors interest in making an Impact on the environment while also benefiting financially from their investments. Galleon Impact Investing invests in companies, organizations, and funds with the intention of generating a measurable, beneficial social or environmental impact alongside a financial return. These types of investments make a positive Impact by providing the capital needed to address social and/or environmental issues.

We believe that Climate & Environmental Optimization is the best way to approach climate change. By optimizing the environment, both the climate and the economy will benefit. Through our ESG Portfolios, we offer pure-play long-term investments with potential for growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices. ESG Portfolios provide broad exposure to investment products and global markets in the ESG space, and allow investors to build their own customized Impact Dashboard and select from 23 different categories that are used to build ESG scores.

Galleon ESG Accounts are intentionally designed for long-term investment growth potential and are not suitable for investors seeking short-term trading profits.

Galleon 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.

Galleon ESG Domestic 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.

Galleon 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.

Galleon 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.

Galleon 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 ESG & Sustainable Investing Accounts for investors interest in making an Impact on the environment while also benefiting financially from their investments. Galleon Impact Investing invests in companies, organizations, and funds with the intention of generating a measurable, beneficial social or environmental impact alongside a financial return. These types of investments make a positive Impact by providing the capital needed to address social and/or environmental issues.

We believe that Climate & Environmental Optimization is the best way to approach climate change. By optimizing the environment, both the climate and the economy will benefit. Through our ESG Portfolios, we offer pure-play long-term investments with potential for growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices. ESG Portfolios provide broad exposure to investment products and global markets in the ESG space, and allow investors to build their own customized Impact Dashboard and select from 23 different categories that are used to build ESG scores.

Galleon ESG Accounts are intentionally designed for long-term investment growth potential and are not suitable for investors seeking short-term trading profits.

Domestic Equity

Galleon 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.

International Equity

Galleon ESG Domestic 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.

Global Bond

Galleon 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.

Global Commodity

Galleon 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.

Total Market

Galleon 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.

ESG Portfolios Quick-View

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

Asset Class International Equity
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

Asset Class Global Bond
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

Asset Class Total Market
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

Asset Class International Commodity
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

Impact Investing Global Advisers

Galleon Impact Investing

Impact Investing allows you to invest in a manner that is consistent with your values. Whether you care about a cause, driving social change, the environment and climate change, or how a company or country conducts itself globally, you can make a difference through impact investing.

The Galleon Impact Dashboard Allows You To Take Full Control Of Your ESG Preferences

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Exclude

You can easily exclude companies that do not meet certain standards of behavior, produce products that you deem harmful to society, or that don’t reflect your values in many other areas.

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Include

Galleon’s powerful core account platform allows you to include companies into your portfolio that reflect your values on the environment, social issues, or other important factors.

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Make an Impact

Your portfolio will make a real and measurable impact in the world, on the environment, and in your local community based on your values, ethics, moral compass, and core beliefs.

Style

Capitalization

Value

Blend

Growth
LG

MD

SM

Score

Sustainable Investing

Our expertise in ESG and Sustainable Investing lies far deeper than at the level of understanding which companies represent a good opportunity. We strive to understand the topic at the academic level. Doing so allows us to provide depth and breadth to our advice.

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