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

The Green Alpha Growth & Income Portfolio

  1. An actively managed portfolio that combines moderate current income with potential for long-term capital growth
  2. The portfolio consists of 30-40 stocks selected from Green Alpha’s Next Economy universe on the basis of higher relative market capitalization, lower relative volatility and ability to supply moderate income
  3. As with all Green Alpha strategies, this portfolio is entirely focused on sustainable economics and has been fossil fuel free since inception

Fund Fact Sheet

GAGIP2

Related Articles


  • 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

 

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