Impact Portfolios
Newday Impact portfolios address major ethical issues. Insights from deep research into the behavior of the companies whose securities are in the portfolios helps Newday Impact deliver portfolios more aligned with the change responsible investors want in the world. Partnerships with leading organizations provide Newday Impact with access to guidance on achieving higher levels of impact.
Newday Impact Portfolios
EQUI+CLIMATE
GLOBAL ALL-CAP
SUSTAINABLE DIVIDENDS
Services
Managed Accounts
Newday Impact manages portfolios on the Charles Schwab platform where clients can have us manage accounts using a Newday Impact portfolio. Family offices and institutions may select a different platform.
Advisory Services
If a Registered Investment Advisor wants to retain fiduciary responsibility, we can supply Newday Impact strategies as model portfolios. These model portfolios can be customized to fit with the overall investment strategy.
To request information or schedule time to talk about our institutional-quality investment portfolios and customization capabilities, please reach out to Betsy Moszeter, betsy@newdayinvesting.com.