We provide customized investment strategies that reflect your values while delivering superior risk adjusted returns.
Reflective Investing is the process of looking beyond just the financial performance of investments. It's the measurement and reporting on how closely the investment aligns with your personal values and preferences.
By reviewing Social and Environmental criteria, in addition to the traditional return and risk expectations, we are able to "S.E.E." if your portfolio reflects your values.
Social criteria reflect how companies engage, support and deploy human capital. How do companies treat their employees, customers, shareholders, and suppliers? Better Human Capital Practices Lower turnover and more productive workers.
Lower turnover and more productive workers.
How do the company's sustainability practices make the world greener while mitigating risk and driving value? Does the company act on sourcing materials, product packaging, supply chain miles and energy consumption thoughtfully?
Climate risk compliance, cost savings, brand halo.
Reflective Investing makes the case that not only are these companies good stewards, they are also great investments.
The S.E.E. Methodology doesn’t require sacrificing returns for values alignment.
200 factor model with audited track record designed to identify social and financial alpha.
Your values and preferences mapped to your holdings - Is my portfolio a reflection of my values?
S&P 500 or S&P 1500 Composites. Always benchmarked against their non-ESG peers.
Algorithmic position sizing and sector tilts allows for ACTIVE alpha seeking, with BETA-like risk profile.
Independent, third-party, verified data. We don't buy other firm's ratings.
Audited multi-year track record of top decile performance against our Lipper Peer Group (over 500 competitor funds).