Investment Philosophy

and the U.N. Sustainable Development Goals

We Believe in the Power
of Positive Investing

We hand-pick each and every stock that goes into our portfolios.
Earth Equity’s investment philosophy starts with a focus on where the economy is going, not where it has been. In a time of global crisis, climate change, and environmental degradation, where can we find solutions to the biggest questions facing humanity? Which companies and sectors are going to bring about the most sustainable solutions? We believe that offering a truly sustainable investment portfolio takes a lot of research and due diligence. The marketplace is full of investment options advertising “low carbon”, “ESG” and “sustainable.” The true work begins when you actually look under the hood of each of these investments – do they own fossil fuels, or other companies that are “less bad?” Or, do they own positive solutions to address humanity’s challenges? Oftentimes, they fall short. That’s why we hand-pick each and every fund and stock that goes into our portfolios. We know which companies make up each fund and communicate regularly with fund management if we have concerns about specific holdings. We do not measure our portfolios against an arbitrary index but to a vision of what is needed for the future we want to live in. And we truly believe that our mission is to empower sustainable, responsible, and impact investing across generations and communities to amplify financial impact and nurture positive change.

Our Portfolios Support The United Nations Sustainable Development Goals*

"The 2030 Agenda for Sustainable Development, adopted by all United Nations Member States in 2015, provides a shared blueprint for peace and prosperity for people and the planet, now and into the future. At its heart are the 17 Sustainable Development Goals (SDGs), which are an urgent call for action by all countries - developed and developing - in a global partnership. They recognize that ending poverty and other deprivations must go hand-in-hand with strategies that improve health and education, reduce inequality, and spur economic growth – all while tackling climate change and working to preserve our oceans and forests." - From the United Nations Sustainable Development Goals website.
*There are a total of 17 UN Sustainable Development Goals. Our investments directly impact these ten.

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