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Eco Performance Portfolio™
The Eco Performance Portfolio™ is an active domestic
(USA) equity strategy. The Eco Performance Portfolio™
is designed to channel investor funds to a portfolio
of companies that are the best positioned in their
respective industries from an environmental and
financial perspective. The Eco Performance Portfolio™
provides investors with a unique opportunity for
investors to invest in companies that are leaders in
pollution prevention and corporate environmental
sustainability.
Launched in 2000, the Eco Performance Portfolio™ was
the first active equity strategy in the USA to embody
a pure best-in-class approach within context of S&P
500 benchmark assets. LGA created the Eco Performance
Portfolio to provide investors with an active, "best
of class" product that made use of what is now known
about environmental performance and competitive
advantage.
Investment Process
LGA employs its proprietary financial model,
Eco-Metrics™, to integrate financial and environmental
performance information. The security selection
process has two phases: the first phase is
quantitative and the second phase is more qualitative.
LGA selects the Eco Performance PortfolioT from those
stocks that are in the Eco*Index™. To determine which
Eco*Index™ companies should be included in the Eco
Performance Portfolio™, LGA systematically evaluates
corporate environmental program effectiveness and
information on the types of risks that are most
important for companies operating in every industry
group. LGA focuses on identifying companies that are
making the most strides in applying corporate
resources to the most financially significant
environmental sustainability risks. LGA has found that
firms that are able to make money from their
environmental initiatives are often those best-placed
for the future.
Portfolio Construction
The Portfolio is composed of 80 stocks selected by
LGA. These stocks represent companies in every sector
of the S&P 500. To reduce risk of unintentional sector
bets, LGA uses a quantitative portfolio construction
algorithm to match total industry sector weights in
the Eco Performance Portfolio™ with total industry
sector weights in the S&P 500 benchmark.
As a result, the Eco Performance Portfolio™ retains
the investment risk characteristics of the S&P 500
benchmark while providing a means for investors to
direct their funds to companies with the best
management track records in their respective
industries.
LGA's leadership was recognized earlier this year when
Maine selected LGA's Eco Performance Portfolio™
for an active mandate -- n the first public fund RFP
for an environmentally responsible investment strategy
in the USA.
If you are an individual investor seeking more
investing information on the Eco Performance
Portfolio™,
click here to receive information.
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Contact LGA by
Clicking Here or calling 206-547-8645 in the US. ©1998-2006 copyright, Light Green Advisors Legal Information |
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