Leveraging ESG To Deliver Sustainable Investment Solutions
Custom Sustainable Investment Solution
Description
Curated portfolios of individual equities and fixed income securities that specifically reflect the individual client’s values, ethical preferences, and financial objectives.
Customization
Stocks and fixed income securities are evaluated based on First Affirmative’s ESG research. Clients may include or exclude any individual sector or security from their portfolio. Custom portfolios are constructed using First Affirmative’s proprietary quantitative model.
Customization
Tax Efficiency
First Affirmative
Manager
Advocacy
Cost
Multi-Manager Account
Description
Carefully chosen investment models that integrate ESG criteria into the investment analysis and selection process.
Customization
The model managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their multi-manager portfolios.
Customization
Tax Efficiency
First Affirmative / External
Manager
Advocacy
Cost
Managed Mutual Fund
Description
A portfolio of mutual funds that integrate ESG criteria into the investment analysis and selection process.
Customization
The mutual fund managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their managed mutual fund portfolios.
Customization
Tax Efficiency
First Affirmative / External
Manager
Advocacy
Cost
