The Natural Investments Fossil Fuel Free Portfolio, available via our advisors and at http://www.naturalinvestments.com, includes 10 fixed income and equity funds across 6 global asset categories that exclude fossil fuel extraction and exploration companies, and it is available to investors who wish to have conservative up to a moderately aggressive portfolio. A portion of the advisory management
fee is donated to 350.org to support their important work on climate change. The portfolio will also be available for 401(k) plans on the Social(k) platform soon. Consistent with Natural Investments’ role as one of the nation’s leading sustainable, responsible, and impact investment advisors, the portfolio includes many other environmental, social, and governance criteria in addition to excluding fossil fuels: additional exclusions include tobacco, alcohol, military contractors, firearms, gambling and nuclear power, while specific inclusions are clean technology, renewable energy, and green economy companies. Other corporate practices that inform the selection of portfolio’s domestic and foreign holdings include labor standards, workplace and Board diversity, pollution and toxicity, animal cruelty, human rights, and product safety. The fixed income portfolio, which includes short- and intermediate-term, high yield, federal agency, foreign, and responsible corporate bonds, also includes community development bonds to alleviate poverty, supports loans to low-income homeowners, students, farmers, and small businesspeople, and expands appropriate infrastructure such as public transportation and housing, schools, and hospitals. While this is primarily a retail product that uses mutual funds, Natural Investments maintains a version for accredited investors that uses separate account managers in order to exclude additional fossil-fuel-related industries such as transportation, auto parts, and engines. Greg Garvan is an Investment Advisory Representative of Natural Investments, LLC. An independent Registered Investment Advisor firm. Mention of specific securities should not be considered an offer to buy or sell that security. For information on the suitability of any investment for your portfolio please contact your investment adviser. Money with a Mission is not a registered entity and is not an affiliate or subsidiary of Natural Investments, LLC.
