Actively managed ESG strategies

ESG investing is the consideration of environmental, social, and governance factors alongside financial factors in the investment decision-making process. These fundamental considerations have been the cornerstones of our investment philosophy from the beginning. Our experienced ESG specialists aggregate a list of the best managers in the industry across asset classes to construct a well-balanced portfolio.

 

Collaboration Asset Management’s investment team aggregates selected securities through a disciplined portfolio construction methodology that combines both fundamental and quantitative securities analysis. We seek to maximize returns while keeping the risk profile in line with the benchmark and strategy objectives.

Our established strategies

have demonstrated track records

With a track record of over 5 years for the US strategy and 4 years for the global strategy, our funds have demonstrated the ability to keep pace with traditional benchmarks, often outperforming, while adhering to ESG considerations.

Launched in 2014, the US ESG Strategy invests in US public equity securities utilizing the specialties of clean technology, environmental stewardship, water-related investments, ESG integration, and shareholder engagement.
 

Broadly diversified across approximately 50 securities, the Strategy targets an annualized tracking error of approximately 3% against the

benchmark Russell 1000 Index.

Launched in 2015, the Global ESG Strategy invests in Global public equity securities utilizing the specialties of clean technology, environmental stewardship, water related investments, ESG integration, and shareholder engagement.

Broadly diversified across approximately 100 securities, the Strategy targets an annualized tracking error of approximately 3% against the benchmark MSCI World Index.

Collaboration Capital, LLC is an SEC registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. We provide this information with the understanding that we are not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. We recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Please refer to the "Disclosure" link below for additional information.

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