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 Green Alpha Next Economy Index

The GANEX investment portfolio is designed to reflect and benchmark the emerging Next Economy. All companies that pass Green Alpha’s rigorous top-down and bottom-up investment processes become or remain positions in the GANEX portfolio. Accounts in this strategy are rebalanced annually using a modified market cap weighting methodology. Our portfolio managers may choose to add or remove select companies from the index on an inter-rebalance basis (usually due to undesired M&A activity), but it is anticipated that these changes will not have a large effect on portfolio turnover. Once companies are approved to be positions within the GANEX portfolio, our portfolio managers decide which, if any, of our actively traded portfolios the stock may be appropriate for – the GANEX portfolio is the universe from which we draw to create our other Next Economy portfolio strategies. GANEX seeks long-term capital appreciation and currently holds approximately 100 stocks.

  1. Reflect and benchmark 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, GAGIP, GANES)
  4. Serve as a performance benchmark for sustainable, active-ly managed, public equity investment strategies

Portfolio Fact Sheet


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  • 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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