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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.

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.

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.

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

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.

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.

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