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Sustainable Development Equity

INVESTMENT PORTFOLIO

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Investment Approach

This portfolio invests in both domestic and international securities and seeks long term capital appreciation. The portfolio embraces a bottom-up stock thematic selection process representing all Newday’s current ESG themes and aligns with all the 17 United Nations Sustainable Development Goals.

THE NEWDAY DIFFERENCE

1 | Core ESG Portfolio

This portfolio is a core ESG portfolio and can serve as a foundation for any investor that wants exposure to most environmental and social responsibility themes. The portfolio is specifically designed to consider all 17 of the United Nations Sustainable Development Goals and is aligned with the impact considerations of the United Nations.

2 | A Focus on What Matters Most

While the Newday Sustainable Development portfolio touches on every United Nations Sustainable Development Goal, its focus is to address those impact issues that are most severely testing the limits of our nine planetary boundaries and in the greatest need of immediate attention to create a more sustainable world. 

3 | High Concentration of Pure Plays

We construct portfolios to ensure that at least 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. 

SUSTAINABLE DEVELOPMENT EQUITY
AND THE SDGS

The Newday Sustainable Development Equity Portfolio is aligned with the following United Nations Sustainable Development Goals (SDGs):

 

  • 1 – No Poverty
  • 2 – Zero Hunger
  • 3 – Good Health & Well-Being
  • 4 – Quality Education
  • 5 – Gender Equality
  • 6 – Clean Water & Sanitation
  • 7 – Affordable and Clean Energy
  • 8 – Decent Work and Economic Growth
  • 9 – Industry Innovation and Infrastructure
  • 10 – Reduced Inequalities
  • 11 – Sustainable Cities and Communities
  • 12 – Responsible Consumption & Production
  • 13 – Climate Action
  • 14 – Life Below Water
  • 15 – Life On Land
  • 16 – Peace, Justice & Strong Institutions
  • 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) Agilent Technologies (A)

Barron’s recognized Agilent’s strong ESG commitment and progress by awarding them first place in its 100 Most Sustainable Companies list for 2020 and second place in 2021.

2) O’Reilly Automotive (ORLY)

Produced three annual Sustainability Reports showing greater focus on prioritizing positive climate related actions and improving the environment, giving back to the communities in which they operate in, growing, developing and retaining their human capital and improving their corporate governance efforts. 

3) Target Corp (TGT) 

Strong legacy of corporate responsibility and sustainable practices and recently launched “Target Forward” which is an ambitious strategy to design and elevate sustainable brands, innovate to eliminate waste, and accelerate opportunity and equity. 

4) Waters Corp (WAT)

Commitment to sustainability stems from its founding to “Deliver Benefit” by positively impacting customers, employees, shareholders, and society at every opportunity by advancing scientific progress to enhance human health and well-being. 

5) Tractor Supply Company (TSCO)

Named to Investor’s Business Daily’s (IBD) 100 Best ESG Companies. of2021 and recently announced its deeper commitment to ESG with new Sustainability and Diversity, Equity and Inclusion goals. 

Learn More

To request a fact sheet email info@newdayinvesting.com.