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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

$275 Million

Assets Under Management
September 30, 2024

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.

Next Economy Fixed Income

A bond strategy co-managed by Green Alpha and Uniplan Investment Counsel. Portfolio constituents pass both Green Alpha’s top-down sustainability and management quality analysis, and Uniplan’s credit quality and bond analysis.

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

  • The Dawn of Abundance: Innovation Beyond Politics

    The Dawn of Abundance: Innovation Beyond Politics

    November 25, 2024
    By Garvin Jabusch. The dream of abundance has haunted human imagination since Hesiod wrote of the Golden Age. From Francis Bacon’s “New Atlantis” to John Maynard Keynes’s vision of a fifteen-hour workweek, our greatest thinkers have glimpsed possibilities of transcending scarcity’s iron grip on human affairs. Yet never before has …Read More »
  • Tesla’s AI Gamble: Analyzing the ‘We, Robot’ Event

    Tesla’s AI Gamble: Analyzing the ‘We, Robot’ Event

    October 15, 2024
    By Garvin Jabusch. On October 10th, Tesla hosted its highly anticipated “We, Robot” event on the Warner Brothers lot in Hollywood. The glitzy showcase offered a glimpse into Tesla’s vision of a future of autonomous transportation and artificial intelligence. I showed up to see and hear firsthand the revelations and …Read More »
  • Green Alpha’s Annual Stakeholder Letter & 2019 Outlook

    Green Alpha’s Annual Stakeholder Letter & 2019 Outlook

    January 24, 2019
    End-of-year 2018 was one of the worst that U.S. stock markets have experienced, and traders have no trouble finding reasons for pessimism. Like, maybe the end of democracy, or at a minimum a slowing of its economic benefits, is nigh. Beginning in December, the U.S. government was closed ‘indefinitely,’ or …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

© 2024. Green Alpha Advisors, LLC
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