Global Equity Fossil Fuel Free
INVESTMENT PORTFOLIO
Why Invest In Global Equity Fossil Fuel Free?
This portfolio, previously only available to institutional investors, seeks long term capital appreciation investing in both domestic and international equities. Our investment process identifies socially responsible companies that are considered fossil fuel free, excluding energy producers and suppliers with fossil fuel reserves (any company that’s a part of the Carbon Underground 200), and encourages companies’ transitions to a low-carbon economy.
THE NEWDAY DIFFERENCE
A Balance Between Negative Screening and Positive Inclusion
Newday excludes companies that are directly involved in extricating, processing or transporting coal, oil, or natural gas
of those companies included in “The Carbon Underground 200”, while also actively integrating ESG factors across all industry groups.
Active Ownership Mindset
We take an active engagement approach and believe that active management adds value to client outcomes. We have participated with our coalition partners in more than 2500 active engagements over the past three years.
High Concentration of Pure Plays
We construct portfolios to ensure that 50% of portfolio constituents are “pure plays” tied to the ESG theme. Every company in our portfolios has either a direct or indirect connection to the impact issue with which it’s associated, and every portfolio is connected to an impact NGO or nonprofit partner.
GLOBAL EQUITY FOSSIL FUEL FREE AND THE SDGS
The Newday Global Equity Fossil Fuel Free Portfolio helps achieve a number of the United Nations Sustainable Development Goals (SDGs), including:
- 3 – Good Health & Well-Being
- 7 – Affordable and Clean Energy
- 8 – Decent Work and Economic Growth
- 11 – Sustainable Cities and Communities
- 12 – Responsible Consumption and Production
- 13 – Climate Action
- 14 – Life Below Water
- 15 – Life On Land
- 17 – Partnerships for the Goals
SAMPLE PURE PLAY HOLDINGS
- Industry leaders in fulfilling mission aligned Impact goals
- Competitive returns vs. non-impact alternatives
- Chosen based on proven ESG-ratings & scoring systems
1) Amazon.com Inc. (AMZN)
The e-commerce and cloud leader’s Head of ESG Engagement is taking steps toward diversity and inclusion, gender pay gaps, reducing waste and recycling targets, and supporting housing for low-income households.
2) Deutsche Post AG (DPSGY)
A recent strategic update shows accelerated ESG initiatives as part of its sustainability roadmap.
3) InterContinental Hotels Group PLC (ICHGF)
The company will be TCFD-aligned by end of 2021 and is exploring a net-zero commitment, decarbonization strategies, and waste reduction.
4) Orsted AS (DNNGY)
The energy company is exploring opportunities in offshore wind,
onshore solar, and green hydrogen.
5) Misumi (MNBEY)
Industrial components manufacturer moving toward science-backed targets on greenhouse gas emissions.