We believe that an investment strategy incorporating environmental, social, and governance (ESG) considerations can reduce the overall risk in your portfolio and generate long-term outperformance over traditional equity benchmarks.
Until recently, Collaboration Asset Management’s proprietary and actively managed ESG equity strategies were available exclusively to our high net worth clients.
We now offer to a wide range of investors, a fully diversified, complete portfolio composed of stocks and bonds, anchored by Collaboration Asset Management ESG strategies.
Expertise meets convenience
We combine the ease and convenience of a tech-enabled online investment platform with the expertise of investment professionals deeply experienced in impact investing.
A diversified portfolio
built on your values
We believe corporate entities that act in a manner harmful to the environment, create a negative social impact, or exhibit questionable corporate governance, possess increased risk and are more likely to underperform in the long term. By focusing on the following value-based considerations, we believe we can strengthen financial performance while making a positive impact. Our ESG strategies are developed and actively managed by highly experienced investment professionals based on fundamental analysis of each company, rather than simply a passive reliance on superficial benchmarks.
Learn more about the U.N. Sustainable Development Goals
An ESG-focused portfolio,
balanced and optimized
Investment accounts to access our ESG model portfolios can be opened online anytime and customized for your unique goals and risk profile, with a minimum investment as low as $5,000.
Sample portfolio models