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.
We believe you can align your investments with your values while maintaining strong risk-adjusted returns.
We identify and address environmental concerns through fundamental research and MSCI ESG screening methodology.
Our process considers social factors and excludes industries with significant social concerns like weapons and tobacco.
We apply rigorous governance criteria to ensure companies meet our standards for corporate leadership and accountability.
Our ESG portfolios maintain low costs through a combination of internally managed funds and ETF solutions.
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.
For a more passive approach, we offer an all exchange traded fund (ETF) solution that provides broad ESG exposure across multiple asset classes.
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.
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):
The portfolios are further customized to address additional environmental and social concerns we identify through fundamental research and MSCI ESG screening methodology.
Our ESG strategy covers all major asset classes with appropriate ESG screening methods.
Internally managed ESG portfolio with industry exclusions and additional ESG screening
Achieved through exposure within U.S. large and small cap asset classes
ETF that tracks MSCI ESG small cap index
ETF that tracks MSCI ESG international index
ETF that tracks MSCI ESG emerging market index
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.
Learn how our ESG strategy can align your investments with your values while maintaining strong risk-adjusted returns.
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