HOME - Green Alpha InvestmentsGreen Alpha Investments

Active research and stock selection, paired with passive portfolio management via an annual rebalance. The Next Economy 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 Next Economy AnthroIQ portfolio.

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