Eco Performance Portfolio™

Eco Performance Portfolio™

The Eco Performance Portfolio™ is LGA’s signature investment strategy that seeks to generate long term performance in excess of traditional US core benchmarks such as the S&P 500 and the Russell 1000 by channeling allocations to resource-efficient companies that are becoming sustainability leaders within their respective industries.

The Eco Performance Portfolio™ was designed to provide a research-driven best of class USA core strategy whose alpha is generated by corporate environmental sustainability progress as an alternative to he multiple social screen strategies developed by various socially responsible investment or SRI firms.  The Eco Performance Portfolio™ holds between 75 – 99 companies at any time and has averaged approximately 40-60 percent turnover on an annual basis.

Since its inception in 2000, the Eco Performance Portfolio has performed within its institutional risk and return objectives, while maintaining a consistent set of portfolio characteristics similar to the Russell 1000.*

*Past performance is no guarantee of future results in any investment strategy.