The Climatic Forward Portfolio consists of company stocks that have considered environmental cost with their goals and forward-looking strategies. Carbon footprint and dependency on Greenhouse gases heavily affect companies’ inclusion in this portfolio. Constituents in this portfolio are subject to fundamental analysis, ratings from analysts along with changes in carbon measurements. Replacements in this portfolio may be done for any reason and at any time.
Investment Minimum
$150,000
Number of Holdings
15 to 25
Portfolio Manager
- Bobby Peters
- CIMA®
- CRPS®
- MBA
BENEFITS OF OUR CLIMATIC FORWARD PORTFOLIO:
- Financial returns: Climate forward portfolios are designed to identify and invest in companies that are well-positioned to benefit from the transition to a low-carbon economy. This can lead to strong financial returns for investors.
- Risk management: Climate change poses significant risks to the global economy, including physical risks such as sea level rise and extreme weather events, as well as transition risks such as changes in regulations and consumer preferences. Investing in climate forward portfolios can help investors manage these risks.
- Positive impact: Investing in climate forward portfolios can help promote sustainable practices and support the transition to a low-carbon economy, which can have a positive impact on the environment and society.
- Diversification: Climate forward portfolios can provide diversification benefits as they are invested in different sectors and companies that are less affected by the traditional energy sector.
- Long-term growth: As the world moves towards sustainable energy and the low-carbon economy, the companies invested in climate forward portfolios are likely to see long-term growth.
This algorithm portfolio model includes analysis initiated as of 2021. Performance calculations are all “net of fees” but do not take into account capital gains taxes. This performance calculation also does not take into account timing differences between the model portfolio selections and purchases made based on those selections by actual investors. Over certain periods the model portfolio incurred losses and over time the model portfolio is expected to continue to pose a risk of negative investment returns. This model portfolio does not address the specific investment objectives, financial situation, nor particular needs of any person. Stocks in the model portfolio will not be suitable for all investors. In calculating model portfolio performance dividends are assumed to be reinvested in the model portfolio. Past performance of the model portfolio is not a reliable indicator of future results.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp are separate entities from LPL Financial.