Climate Impact
The Climate Impact portfolio invests in companies with a demonstrated focus on the funding of green projects and lower carbon emissions. It also invests in companies that divest from holders of fossil-fuel reserves. It maintains a diversified, relatively low-cost approach to help customers investing for the long-term save towards their goals while expressing their environmental values.
Who it's for
Climate-conscious investors
| Holdings | Based on an allocation of 90% stocks, 10% bonds |
|---|---|
| Global Low Carbon Stocks | 45% |
| U.S. Fossil Fuel Free Stocks | 18.10% |
| U.S. Shareholder Engagement Stocks | 5.40% |
| Int'l Developed Market Fossil Fuel Free Stocks | 12% |
| Int'l Emerging Market Fossil Fuel Free Stocks | 5% |
| Global Green Bonds | 8.70% |
| Int'l Emerging Market Bonds | 1.30% |
| U.S. Short-Term Treasuries | 0% |
| U.S. Short-Term High Quality Bonds | 0% |
| U.S. Inflation- Protected Bonds | 0% |
| U.S. Small Cap Stocks | 4.50% |
Additional Resources
Socially Responsible Investing Portfolios DisclosureLet’s grow your practice together.
