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Long-term Risk Management
Capital Preservation and Growth

Real risks related to climate change, resource degradation and scarcity, and widening inequality are rapidly materializing

Innovative companies addressing systemic risks are leading long-term economic growth

Investing in those companies is our best opportunity to preserve and grow clients’ capital

Why Green Alpha? Portfolio Options

Investment Process

Because our team begins the investment process by examining economic risks and opportunities at a systemic level, the Next Economy™ investment methodology is unconstrained. We search for companies that own the smartest intellectual property and are tackling major risks – selecting innovators and sustainability drivers wherever they can be found.

How?

75

Years
Experience Investing

Zero

Style Drift

$360 Million

Assets Under Management
July 31, 2023

2002

Investing Fossil Fuel Free Since

Our Portfolios

Next Economy Index

Active research and stock selection, paired with passive portfolio management via an annual rebalance. The Next Economy Index portfolio possesses our longest track record and largest basket of stocks.

The Social Index

Rigorous gender-lens, diversity, and social inclusion criteria applied to Next Economy candidates to maximize each company’s cognitive power, execution, and risk management potential. Traded via an annual rebalance.

Sierra Club® Green Alpha

Green Alpha’s first-principles, forward-looking research, and the Sierra Club’s social and environmental criteria applied to each company’s history. We are proud to be the only financial services firm allowed to utilize the Sierra Club’s criteria to manage investment assets.

Growth & Income

Powerful combination of growth, high current income, and relatively low volatility in one actively-managed portfolio.

Next Economy Select

This strategy implements an important part of our mission: democratizing access to institutional-quality investing. The primary investment option is the AXS Green Alpha ETF (ticker NXTE), which is invested in high conviction companies bought at compelling current valuations.

DiversiTerra

Our actively managed, gender lens portfolio, which invests at the intersection of the most diverse companies in the Next Economy universe that are foremost on Green Alpha’s conviction list. It’s a concentrated subset of our Social Index portfolio.

AXS Sustainable Income Fund

An ESG-based high-yield strategy that invests primarily in below-investment-grade corporate bonds of a diversified mix of Next Economy companies and select corporate bonds directed at Next Economy Solutions. It’s ticker is AXSKX.

Investment Options

“We invest in companies enabling the global economy to continue innovating and increasing efficiencies indefinitely, without overtopping planetary tolerances.”
Green Alpha Investments

Thought Leadership

  • AI and the Warp Speed Economy: A Review of “The Coming Wave” by Mustafa Suleyman

    AI and the Warp Speed Economy: A Review of “The Coming Wave” by Mustafa Suleyman

    September 25, 2023
    By Garvin Jabusch. “Modern civilization writes checks only continual technological development can cash.”  Mustafa Suleyman, The Coming Wave: Technology, Power, and the Twenty-first Century’s Greatest Dilemma Reading Mustafa Suleyman’s recently published book The Coming Wave: Technology, Power, and the Twenty-first Century’s Greatest Dilemma, one is struck by multiple observations. First, …Read More »
  • Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance

    Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance

    September 13, 2023
    This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment strategy—and we find ourselves in possession of an enriched framework for thinking about the trajectory of the economy. Green Alpha’s Next Economy Index is a carefully curated …Read More »
  • Electrifying Portfolios: Fossil Fuel Free Investing ~ White Paper

    Electrifying Portfolios: Fossil Fuel Free Investing ~ White Paper

    February 21, 2018
    Electrifying Portfolios — Fossil fuel free investing gets supercharged with electric vehicles, renewables and battery storage Read the White Paper Investment industry practitioners and academics are increasingly analyzing the financial and economic reasons investment advisors should offer clients investment strategies that are void of fossil fuel extractors, fossil-burning utilities, pipelines …Read More »

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Shock and Awe

WHO / UNICEF Joint Monitoring Programme (JMP)

"2.6 billion people or 39 percent of the world’s population live without access to improved sanitation."

WHO / UNICEF Joint Monitoring Programme (JMP)

World Water Development Report, UNESCO

"The cost of adapting to the impacts of a 2°C rise in global average temperature could range from US$70 to $100 billion per year between 2020 and 2050."

World Water Development Report, UNESCO

Intergovernmental Panel on Climate Change, United Nations

"Over 90 percent probability that human activities over the past 250 years have warmed our planet."

Intergovernmental Panel on Climate Change, United Nations

USAID Water and Development Strategy

"Projections are that by 2025, two thirds of the world’s population could be living in severe water stress conditions."

USAID Water and Development Strategy

WHO / UNICEF Joint Monitoring Programme

"1 in 8 people world wide do not have access to safe and clean drinking water."

WHO / UNICEF Joint Monitoring Programme

Lester Brown, The Guardian

"The world has quietly transitioned into a situation where water, not land, has emerged as the principal constraint on expanding food supplies."

Lester Brown, The Guardian

International Energy Agency (IEA)

"If the world waits until 2020 to take action on global climate change, it will undoubtedly be too late."

International Energy Agency (IEA)

NASA / Goddard Institute for Space Studies

"Sixteen of the 17 warmest years in the 136-year temperature record all have occurred since 2001."

NASA / Goddard Institute for Space Studies

Contact Us

p:

303.993.7856

f:

303.568.0130

e:

info@greenalphaadvisors.com

© 2023. Green Alpha Advisors, LLC
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