We have built a quantifiable, repeatable, and scalable investment process designed to deliver strong financial returns alongside genuine impact, all while mitigating excess market volatility.

The Rigorous Selection Process

Our distinct, multi-stage process is engineered to identify the elite companies that are driving a sustainable and equitable future:

Impact Vetting: Our process begins by rigorously assessing up to 6,500 companies against 70 Key Performance Indicators (KPIs), utilizing the SEE Methodology (Stakeholders, Environment, Ethos). We seek out companies that are operating at the highest levels of sustainability and human equity within their respective industries, ensuring that we ask the most important, impact-related questions first. Prioritizing the order in which questions are asked is key to achieving desired outcomes; we structure the initial stage of the investment process around three pillars:

• Stakeholders: evaluating a company’s commitment to its employees, customers, suppliers, and the communities it serves

• Environment: assessing a company’s ecological footprint, climate action, and resource stewardship

• Ethos: analyzing a company’s culture, governance structure, and ethical integrity

Financial Deep Dive: Only the select few companies that pass the KPI assessment move on to our traditional financial analysis. Here, we conduct a deep dive into historical results and near-term future expectations to ensure a sound investment.

Proprietary Portfolio Construction

The companies that successfully pass both initial rigorous stages are then fed into our proprietary portfolio optimizer. This system strategically assigns position weights and sector tilts to construct portfolios that actively seek to deliver performance and impact without excess market volatility.

Once invested, we follow a disciplined quarterly rebalancing schedule to systematically incorporate the latest company and market information into every client's holdings.