Your personal values matter. Does your personal investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.OverviewWe offer professionally managed sustainable investing accounts for investors seeking long-term, values-based capital investments. SustainabilityGlobal Advisers’ expertise in Sustainability Investing lies far deeper than the level of understanding of which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide. Impact DashboardThe Impact Dashboard helps you track your investments and compare them to values that you have pre-selected in your account. ESG ScoresWe use environmental, social, and governance (ESG) scores for making investment decisions based on more than just financial factors. Pure Plays: ESG & Impact InvestingWe offer professionally managed ESG & Sustainable Investing Accounts for investors interested in making an impact on the environment while also benefiting financially from their investments. We invest 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. Insights, SonarA Strong Dollar is a Problem for Investors Insights, NavigateWill Q4 Determine 2023? The metrics we use when developing our ESG accounts follow strict weightings based on environmental, social, and governance variables.Environmental Social Governance We apply automated data-driven and objective logic to determine category weight and overall ESG Score. Category weights are determined by the number of indicators that make up each category as compared to all indicators used in the ESG Score framework. Consequently, categories that contain many issues such as Management (composition, diversity, independence, committees, compensation, etc.) and companies that report more information across these topics will exhibit a higher weighting than categories with fewer issues, such as Human Rights or CSR Strategy. Each category consists of a different number of measures. The count of measures per category determines the weight of the respective category. PillarCategoryMetric ScoreCategory WeightPillar Weight EnvironmentalResource Use1911%32.40% Emissions2212%35.30% Innovation2011%32.40% SocialWorkforce2916%45.10% Human Rights84.50%12.70% Community148%22.50% Product Responsibility127%19.70% GovernanceManagement3419%62.30% Shareholders127%23.00% CSR Strategy84.50%14.80% Total178100% ESG Score When we create Galleon iCore ESG and Impact Investing accounts we begin by collecting more than 400 ESG metrics from corporate public disclosures. Category Metrics Environmental Resource Use (19)Emissions (22)Innovation (20)Social Workforce (29)Human Rights (8)Community (14)Product Responsibility (12)Governance Management (34)Shareholders (12)CRS Strategy (8)Key Metrics Galleon ESG Investing™ allows you to invest your money in a professionally managed account that focuses specifically on companies that exhibit high ESG and meet stringent criteria on six key metrics. OneRelevance and scale of products, services, and/or projectsTwoIdentifying the desired social or environmental outcomesThreeEstimating the economic value of those outcomes to societyFourAdjusting for risksFiveEstimating terminal valueSixCalculating the social return:dollars spent ratioExpand Course of Action These metrics help us determine a course of action consistent with concerns about scarcity and inequality, and provide a platform through which we construct a portfolio of securities that strives to meet impact investor demand. Ultimately, this provides the information we need when determining which companies to include or exclude. Galleon ESG and Impact Investing™ accounts allow you to invest in a professionally managed portfolio that focuses specifically on companies that exhibit high ESG scores and meet stringent criteria on key metrics. This helps us determine a course of action consistent with concerns about scarcity and inequality, and provides a platform through which we construct a portfolio of securities that strives to meet impact investor demand. ESG account availability Account Name and CategoryAccount NumberExpense Ratio %Minimum Investment $Investment Objective(s)Portfolio StrategyView ReportRisk Overall ESG Domestic EquityESG0010.05,000Growth, SpeculationMedium ESG Global BondESG0020.05,000Growth, SpeculationMedium ESG Global CommodityESG0030.05,000Growth, Speculation, HedgingMedium High ESG International EquityESG0040.05,000Growth, SpeculationMedium High ESG Total MarketESG0050.05,000Growth, SpeculationMedium Ready to begin? Get StartedLower investment costs keep more of your money working for youSee how we keep your long-term costs down, so you have a better chance of long-term investing success.*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only. Fees over ten years We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate. Amount of initial investment No commas or special characters.Fees over ten years*$ Discover your investment style Take our quiz and find out if you would benefit from having your investment portfolio professionally managed. Begin QuizOpen an Account? 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