Introducing Collaboration Asset Management
Your values, invested
At Collaboration Capital, we believe in the power of personal capital. We believe that capital markets and for-profit enterprises offer unparalleled opportunities to solve for complex, growing problems like climate, energy, water, living wage, and supply chain integrity. Most importantly, we believe that intentional investors wield immense power and influence to shape the world they really want to live in. For us, this is not a concessionary ask; our portfolios seek to generate returns in excess of traditional benchmarks.
We are now proud to announce that the core strategies that have powered the portfolios of our wealth management clients for the past 6 years, are now available to you – the investor that demands to invest in what you believe in.
Philosophy, Process, and Impact
Using traditional fundamental securities analysis that incorporates environmental, social, and governance (ESG) criteria, George Rooney, our Chief Investment Officer, is able to reduce overall portfolio risk and potentially generate long-term outperformance over traditional equity benchmarks.
We seek to deliver alpha-generating portfolios consisting of investments in companies that exhibit sustainable business practices across a wide spectrum of ESG considerations that themselves tie to the U.N.’s Sustainable Development Goals (SDGs) such as energy efficiency, food systems, and financial inclusion. We do this by aggregating a list of the best managers in the industry across asset classes to construct a well-balanced portfolio.
A diversified portfolio, built on your values
Anchored by our actively managed proprietary funds, Collaboration Capital ESG US and Collaboration Capital ESG Global, our tech-enabled portfolios are rounded out with real estate and fixed income investments.
The goal? A strategy that balances profit and purpose while also aiming for market or better return.
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.
We invite you to join a growing number of forward-looking individuals whose portfolio commitments purposely tie together who they are as investors, citizens, consumers, and community builders.
Christopher L. Knapp
Chief Executive Officer
Chief Investment Officer