Our strategies
| Strategy Name | Benchmark | Investment Objective | Inception Date |
|---|---|---|---|
| Ethical Growth | MSCI ACWI | Growth | 2 September 2021 |
| Mindful Diversification | MSCI ACWI | Diversified Growth and Income | 20 April 2022 |
| Sustainable Income (coming soon) |
All of our strategies seek to invest in companies that avoid preventable harm to living things while making meaningful contributions to a better future. We suggest that interested parties familiarize themselves with the following materials in addition to examining our strategies:
Our Beliefs
We have strong opinions, radical intentions, and evidence-based expectations.
May 30, 2023
How We Measure Investment Performance
We’re updating our performance measurement process to strike a better balance between complexity, accuracy, and timeliness.
May 8, 2023
Our Process
Our investment process helps us evaluate opportunities consistently and coherently.
August 9, 2021
