FAQ Categories: Sustainable Investing

  • Impact Investing

    We provide expertly managed ESG (Environmental, Social, Governance) and Sustainable Investing Accounts, catering to investors who aim to effect positive environmental and social change through their investment choices. By allocating capital into companies, organizations, and funds committed to ethical practices, we strive to produce tangible social and environmental benefits in tandem with financial gains. This [...]

  • ESG Report & Scoreboard

    The ESG report delivers a comprehensive overview, including an ESG ratings summary, an analysis of controversy distribution, and details on the portfolio's largest holdings. The summary details encompass the ESG score, Controversies Score, Combined Score, the share of portfolio companies with an ESG score, and a breakdown by ESG pillars. A bar chart depicting controversy [...]

  • Impact Dashboard

    The Impact Dashboard empowers you to critically assess your portfolio, enabling you to align your investments with corporations that share your ethical outlook. Select the Impact Values and ESG (Environmental, Social, Governance) criteriaโ€”such as Racial Equality and No Animal Testingโ€”that resonate with you. The dashboard then evaluates and rates your portfolio's conformity with these chosen [...]