Building Upon Actionable Insights

A step-by-step summary of our index process, which is built on top of our analytical methodology.

OUR index process IN 4 STEPS

Step 1

Target broad,comprehensive equity universes that are rich with ESG signals and factors.

Step 2

Apply our ESG Signal Matrix process to select high vs. low risk stocks for possible use.

Step 3

Choose which specific stocks are best to use based upon risk/return goals or any unique client constraints.

Step 4

Systematic — Tax efficient — Quarterly run.