Style: All-Cap Global Growth Equity
Benchmarks: MSCI ACWI Investable Market Index, S&P 500 Index, PowerShares WilderHill Clean Energy Index (PBW)
Minimum Investment: $100,000

The GANEX is an passively-managed, indexed-product designed to reflect and benchmark the Next Economy. It exists to:

  1. Define all aspects of the Next Economy: green, self sustaining, eco-efficient, fossil fuel free
  2. Demonstrate the diversity, growth, breadth and depth of the Next Economy
  3. Provide a universe of Next Economy companies from which to draw for our four actively managed account portfolios (SCGA, NEXTX, GAGIP, NGS)
  4. Serve as a performance benchmark for sustainable active, public equity investment strategies

Fund Fact Sheet


  • Fossil fuel free portfolios

    In the 20th century, the world built a spectacular engine for economic growth, which delivered incredible, if deeply uneven, prosperity. The (unconstrained) use of natural resources—materials, water, land, energy and other forms of (largely unpriced) natural capital - cannot last. And because of that, the 20th-century growth model will no longer work.
    -How to Make Green Growth the New Normal, McKinsey Consulting, May, 2013

  • Environmentally conscious, financially pragmatic

    Sustainability is not a fad and it’s not a public relations exercise. It’s in the interest of the business community to continue to innovate through technology and increased transparency.
    -Sustainability Evolves from Fad to Force, CNBC editorial, June 30, 2009

  • Driven by science, demography and innovation

    We’re approaching irreversible warming as temperatures reach a ‘climate departure’ point from their historical averages
    -The projected timing of climate departure from recent variability, Camilo Mora, Nature, October 10, 2013