Why it Matters
Stance Equity is a rules-based approach to investing in U.S. companies in a large-cap Index that demonstrate management focus on Environmental, Social, and Governance (ESG) factors, as well as performing well on fundamental financial factors associated with alpha generation.
We believe sustainable energy is the future
Women in Leadership Roles
The future is female
United we stand divided we fall
Make art not war
Long live your health
No Thermal Coal
Clean our planet
Structured as a SMA, and with typically 40-60 individual positions, Stance Equity avoids thermal coal, tobacco, weapons, and companies where women are not involved in senior management or board positions. The portfolio is rebalanced quarterly.