ESG INVESTING

Environmental, Social & Governance

The goal of Vision Capital's ESG strategy is to incorporate the ideals of an environmentally and socially conscious portfolio (ESG) within the risk/return profile of Vision's Global Dynamic Strategy (GDS) while keeping costs low.

Our ESG Approach

We believe you can align your investments with your values while maintaining strong risk-adjusted returns.

Environmental Focus

We identify and address environmental concerns through fundamental research and MSCI ESG screening methodology.

Social Responsibility

Our process considers social factors and excludes industries with significant social concerns like weapons and tobacco.

Governance Standards

We apply rigorous governance criteria to ensure companies meet our standards for corporate leadership and accountability.

Cost Efficiency

Our ESG portfolios maintain low costs through a combination of internally managed funds and ETF solutions.

Implementation Options

The ESG strategy can be deployed through an all exchange traded fund (ETF) solution or by adding Vision's proprietary equity and fixed income portfolios for the large-cap U.S. and corporate bond portions of the portfolio.

All ETF Solution

For a more passive approach, we offer an all exchange traded fund (ETF) solution that provides broad ESG exposure across multiple asset classes.

Low-cost ETF implementation
MSCI ESG index tracking
Transparent holdings
Liquid and flexible

Proprietary Equity & Fixed Income Portfolios

Our internally managed large cap U.S. equity and U.S. corporate investment grade bond ESG portfolios are customized utilizing MSCI's screening criteria while maintaining optimal risk/return profiles.

Actively managed by our team
Excludes identified ESG concerns
MSCI ESG screening applied
Integrated with fundamental research

Industry Exclusions

Our internally managed large cap U.S. equity and U.S. corporate investment grade bond ESG portfolios are modified to exclude the following industries as defined by GICS (Global Industry Classification Standard):

Defense
Commodity Chemicals
Fertilizers & Agricultural Chemicals
Metals & Mining
Oil & Gas

The portfolios are further customized to address additional environmental and social concerns we identify through fundamental research and MSCI ESG screening methodology.

Asset Class Coverage

Our ESG strategy covers all major asset classes with appropriate ESG screening methods.

U.S. Large Cap

Internally managed ESG portfolio with industry exclusions and additional ESG screening

U.S. Mid Cap

Achieved through exposure within U.S. large and small cap asset classes

U.S. Small Cap

ETF that tracks MSCI ESG small cap index

International Developed

ETF that tracks MSCI ESG international index

Emerging Markets

ETF that tracks MSCI ESG emerging market index

Fixed Income (U.S. Corporate)

Internally managed ESG portfolio with industry exclusions and ESG screening

The portfolio uses ETFs that track ESG indexes designed by MSCI for the U.S. small cap, international developed, and emerging market asset classes. The indexes are constructed based on controversy scores calculated by MSCI and by eliminating firms MSCI identifies as being in the weapons or tobacco industries.

Invest in Values That Matter

Learn how our ESG strategy can align your investments with your values while maintaining strong risk-adjusted returns.

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