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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Green Sage Sustainability Portfolio Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $8M (in US$ millions)

Required Minimum: $50,000

Benchmark used: MSCI World

Strategy type: International/Global

Strategy description: Green Sage Sustainability Portfolio is a positively screened fund composed of 30 equities all focused on sustainability. It is multi cap with 10 large cap, 10 mid cap and 10 small cap. It is global with about ⅓ of stocks domiciled outside of the USA.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Krull & Co.

Contact info:

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: No Investment
  • Other Environmental: Positive Investment

Social

  • Community Development: No Screens
  • Diversity & Equal Employment Opportunity: No Screens
  • Human Rights: No Screens
  • Labor Relations: No Screens
  • Sudan: No Screens

Governance

  • Board Issues: No Screens
  • Executive Pay: No Screens

Products

  • Alcohol: No Screens
  • Animal Welfare: No Screens
  • Defense/Weapons: No Investment
  • Gambling: No Screens
  • Tobacco: No Investment

Other

  • Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines

 

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