White Papers

Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper

In this paper, we define the Next Economy and its practical investment application, Next Economy Portfolio Theory. Today's economy and the market drivers [...]

Investing for a Zero-Risk Economy ~ White Paper

The question is as old as it is simple: how can we construct portfolios to maximize performance gains and reduce risk? While some approaches have insights, [...]

The Ultimate Gender Lens Investment Strategy ~ White Paper

There is a widespread, persistent myth in investing circles that investing in solutions to the climate crisis and resource degradation is not, in itself, a [...]

Electrifying Portfolios: Fossil Fuel Free Investing ~ White Paper

Electrifying Portfolios — Fossil fuel free investing gets supercharged with electric vehicles, renewables and battery storage Read the White [...]

Redefining Sustainable & Responsible Investing ~ White Paper

In this paper, we describe how to model a low-risk economy and being building portfolios to reflect that reality. To appropriately invest in an indefinitely [...]

Natural & Organic Food: An Investment for the Next Economy ~ White Paper

In this research paper, we discuss how to think about Investing for the Next Economy in the natural and organic foods segment of the market. Read the White [...]

The Economic Case for Divesting from Fossil Fuels ~ White Paper

In this paper we discuss the systemic risks created by continued use of fossil fuels, and opportunity for long-term prosperity offering by investing in [...]