Leveraging Values-Aligned Investing To Deliver Sustainable Investment Solutions
Values-Aligned Direct Index Solution
Description
Values-aligned direct index portfolios comprised of equities and fixed income funds and ETFs that reflect the individual client’s values and financial objectives.
Customization
Stocks and fixed income securities are evaluated based on First Affirmative’s Values-Aligned investing research. Clients may include or exclude any individual sector or security from their portfolio. Custom portfolios are constructed using First Affirmative’s proprietary quantitative model.
Customization
Tax Efficiency
First Affirmative
Manager
Advocacy
Cost
Multi-Manager Account
Description
Carefully chosen investment models that integrate values-aligned criteria into the investment analysis and selection process. Available in Values-based and Fossil Fuel Free versions.
Customization
The model managers we choose incorporate generally recognized values-based screening policies, combined with their proprietary values-aligned research. Clients may also choose to exclude fossil fuels from their multi-manager portfolios.
Customization
Tax Efficiency
First Affirmative / External
Manager
Advocacy
Cost
Managed Mutual Fund
Description
A portfolio of fully vetted mutual funds that integrate values-aligned criteria into the investment analysis and selection process. Available in Values-based and Fossil Fuel Free versions.
Customization
The mutual fund managers we choose incorporate generally recognized Values-based screening policies, combined with their proprietary Values-Aligned investing research. Clients may also choose to exclude fossil fuels from their managed mutual fund portfolios.
Customization
Tax Efficiency
First Affirmative / External
Manager
Advocacy
Cost
