Our Approach

We combine values-driven investing with Nobel-prize winning portfolio management theory, optimized across five key parameters:
Environmental Impact
Our portfolios invest in environmentally-friendly companies that are addressing climate change and reducing pollution. Specifically, we consider three metrics when evaluating the environmental impact of our portfolios:
Carbon Footprint
Carbon Emissions
Alternative energy
Alternative Energy
Fossil fuels
Fossil Fuel Reserves

To incorporate these factors into our portfolios, we use a combination of negative and positive screening.

Negative screening refers to divesting from (not investing in) companies involved in undesirable activities. Historically, “socially-responsible investing” used this approach alone. Vestive employs negative screening for companies and industries we do not support, like those involved in the most-polluting types of fossil fuels.

Fossil-fuel intensive companies
Companies without links to fossil fuels
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Vestive
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Positive screening -- a strategy often used in “impact investing” -- implies investing in the very best companies within a given social or environmental category. For example, we use positive screening to help encourage industries we think are critical to our world, like alternative energy.

Traditional energy companies
Alternative energy companies
Traditional
Vestive
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By using a variety of screening strategies, we're able to take a holistic approach when designing our portfolios. This gives us the flexibility to diversify our investments throughout all industries, while tackling various issues in ways that make the most sense.