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INTRODUCING OUR SOCIAL IMPACT PORTFOLIO...

April 22, 2016
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Introducing Our Social Impact Portfolio...


Choosing between sustainability and financial gains no longer has to be a trade-off.

 

The Russell Capital Social Impact Portfolio offers the ability to align your personal values and goals with your investments. By incorporating Environmental, Social and Governance (ESG) factors into the investment process, while simultaneously targeting your personal risk allocation, this portfolio marries your values and initiatives with financial results.



Our Social Impact Portfolio is composed of three, ESG-focused parts:

  1. Core of Stocks - U.S. stock funds screened by Russell Capital for ESG adherence and investment quality
  2. A Core of Bonds - U.S. bonds funds screened by Russell Capital for ESG adherence and investment quality
  3. Emphasis Layer(s) -  optional layers that allow you to “tilt” your customized portfolio towards certain initiatives, such as Women’s Empowerment, Community Investment, International Impact, or The Environment.

Your percentage asset allocation of stocks and bonds will be based on your risk tolerance and long-term investment goals, just as in any other non-ESG strategic investment methodology. 

EMPHASIS LAYERS

Stocks

  • Women’s Empowerment

The Women’s Empowerment layer invests in companies with high levels of gender diversity and women in leadership roles from corporate board level advisors to the executive ranks. It seeks companies who have policies and programs aimed at advancing women’s leadership. 

  • Environment

The Environment layer seeks to invest in companies with high resource efficiency and those that actively mitigate depletion of natural capital.  A combination of inclusive, exclusive and best-in-class screens are used to evaluate companies with significant involvement in fossil fuels, nuclear power and GMOs.

  • International Impact  

The International Impact layer applies socially responsible investing methodologies on a worldwide scale. This layer focuses on countries outside of the U.S., from developed economies to emerging markets. 

Bonds

  • Community Investment

The Community Investment layer is composed of bonds that invests in securities qualified under the Community Reinvestment Act of 1977. The focus is on single family, multi-family, and economic development loans (many in low-income communities).

The investment options in our Social Impact Portfolio are rigorously and continuously screened through a multi-step process to help ensure the highest level of ESG adherence and investment quality

If you’re interested in investing in our Social Impact Portfolio or would like more information, please contact Russell Capital Senior Partner and Social Impact Research Team Leader, Justin Sautter ([email protected], 859.254.5225).