Our Mission: Build investment products through data and technology that allow our clients to invest in companies that share their values while maximizing performance.
Our Investment Process
Values Alignment
Our values alignment process first eliminates all weapons, tobacco, and fossil fuels. It then ranks and retains top industry performers by industry group peers and removes all firms found on NGO sanctions lists.
Security Selection
Our proprietary machine learning model uses fundamental financial data from filings as well as historical market data to gather best in class fundamentally scored securities.
Risk Optimization
Our risk optimization model gathers the overlap of the values alignment and security selection processes and combines proprietary parameter forecasting techniques with innovative optimization techniques to weigh passing securities.
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