Impact Investing

A sophisticated approach to making a difference

Sustainable 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.

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Exclude

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

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Include

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

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Make an Impact

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.

The Galleon Impact Investing account seeks long-term growth of capital. The portfolio managers invest primarily in equity or debt securities of established companies that are economically tied to various countries throughout the world. They may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. Galleon does not expect its investments in emerging markets to exceed 35% of its net assets. It may invest in securities of companies of any size and in any sector.
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 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)

InvestAlytics

InvestAlytics

What is InvestAlytics?

Behind every great algorithm lies a group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our iCore Accounts.

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Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.