Index Investing: Slow-Motion Active Management ~ WealthManagement
As GE’s recent removal from the DJIA demonstrates, index turnover is constant, but it’s only in response to news active managers already [...]
Manager Commentary: Why the Social Index?
Why did we begin building the Next Economy Social Index in 2013? Why release results & open it up to client assets five years later?
We often say that the [...]
Impact Takes More Than ESG ~ WealthManagement
Putting a “green” ESG screen over an old-line index of companies won’t achieve a truly sustainable portfolio prepared for future economic [...]
Inequality as Systemic Risk, Part II ~ Worth
Part one of this series laid out why economic inequality could lead to our society’s downfall. In part two, we address potential solutions.
Originally [...]
Green Alpha Advisors Introduces Next Economy Social Index
Green Alpha Advisors Introduces Next Economy Social Index
The strategy applies unique gender and social inclusion criteria to a portfolio [...]
Forget Tree Huggers: Investing in “What’s Next” is Investing for Good ~ Well Wallet
Originally posted by Well Wallet
What images come to mind when you think of investing for good? Tree huggers willing to sacrifice financial returns for [...]
Commentary: Hiding in Plain Sight ~ Pensions & Investments
Information asymmetry, climate investing and the active management edge.
Originally published by Pensions & Investments
By Garvin Jabusch
The theory of [...]
Inequality as Systemic Risk ~ Worth
A problem as ingrained as systemic inequality needs to be confronted at all angles.
Part one of a two-part series on how the U.S. can begin to do that and the [...]
Shelton Green Alpha Fund Crosses Five-Year Threshold
Denver, March 13, 2018 – Shelton Capital Management announced today that the Shelton Green Alpha Fund (ticker: NEXTX) celebrated its five-year anniversary [...]
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 [...]