Style: All-Cap Global Growth Equity

Benchmark: S&P 500 Index, MSCI ACWI Investable Market Index, PowerShares WilderHill Clean Energy Index (PBW)

Minimum Investment: $10,000

The Sierra Club® Green Alpha Portfolio

  1. A partnership between Green Alpha Advisors and the Sierra Club to develop a cutting-edge stock selection process
  2. An active, long-only equity strategy operating in compliance with the Sierra Club’s strict social and environmental criteria and Green Alpha’s Next Economy investment methodology

Fund Factsheet

SC Logo_Horiz Web Green


  • 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