Global Impact

INVESTMENT PORTFOLIO

 

Why Invest in Global Impact?

The Global Sustainable Impact Portfolio invests in companies whose core business addresses at least one of the world’s social and environmental challenges, as defined by the United Nations Sustainable Development Goals. They must derive revenue from positively impacting one or more of these universal goals and maintain minimum ESG standards.

Environmental

Conservation

We look at each company’s energy use, waste, pollution, natural resource conservation, and animal treatment. We also evaluate which environmental risks might affect a company’s income and how the company is managing those risks.

Social Responsibility

We look at the company’s business relationships. Does it work with suppliers that hold the same values that the company itself claims to hold? Does the company donate a percentage of its profits to the community or perform volunteer work?

Leadership &

Governance

We look at a companies use of accurate and transparent accounting, common stockholders being able to vote on important issues, and conflicts of interest on the board.

Portfolio

Performance

The Global Impact Portfolio is compared to the S&P 500 over a 1-year timeframe.

Model portfolio performance disclaimer: The historical performance data quoted represents past performance, does not guarantee future results, and is provided for information purposes, is not advice or for trading purposes, may be subject to delays, should not be used for tax reporting, may not reflect actual future performance, and is gross of Newday fees. Prices may vary due to network availability, market volatility, and other factors. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. There is a potential for loss as well as gain that is not reflected in the information portrayed. The performance results shown do not represent the results of actual trading executed using client assets. Investors on Newday may experience different results from the results shown. The choices made by Newday to display certain investments and time horizons have a direct effect on investment performance, and different choices would result in different historical performance results. Not all investments on the Newday platform are available to all clients. Market data provided by Xignite.

Top Holdings

Please download the Global Impact Portfolio Fact Sheet for more information about the portfolio.

Download The Fact Sheet

Alexandria Real Estate Equities

Alexandria Real Estate Equities Inc is a real estate investment trust based in America. The ability to create sustainable environments to support the growth of revolutionary therapies that focus on curing diseases, improve nutritional standards, and overall enhance health and wellness. The company states, they guide a positive and meaningful impact on the health, safety, and well-being of their tenants, stockholders, employees, and the communities.

Edison International

Edison International is a utility holding company based in California. The company has implemented n ESG strategy focusing on three key areas - clean energy future, governance, and employees. To obtain long term success, Edison has developed procedures for employee safety, community development, customer relations, diversity and inclusion, and workforce development. Their utility, Southern California Edison (SCE), is one of the most extensive electric services in the United States and has been recognized for national leadership in renewable energy and energy efficiency.

American Water Works Co

American Water is the largest publicly-traded U.S. water and wastewater utility company. The company currently features over 60 percent female board representation, and in 2017, the Women’s Forum of New York recognized American Water for its continued strides towards gender parity in the boardroom. To ensure a high standard of safety, they have embedded safety measures in all areas of their business so that our employees return home in the same. Their commitment to safety extends to our customers and the communities they serve.

Hormel Foods Corporation

Hormel Foods Corporation is engaged in the production of a range of meat and food products. The company works diligently across their supply chain to address water use efficiency, soil and nutrient management, and environmental impact minimization. These commitments to sustainable agricultural practices may ensure the protection of biodiversity and natural resources in the communities where Hormel and its supply chain does business.

Digital Realty Trust Inc

Digital Realty Trust Inc is seen as becoming the "Heart of the Internet", supporting the data center, colocation and interconnection strategies of customers across the world. The company has recently started a plan for goals to reach 100% renewable energy for all EMEA properties, renewable goal, wind power for US colocation business, and carbon-free and renewable power supplied to two Northern California properties. 24 of their data centers received US EPA ENERGY STAR Certification in 2018, saving 720,000 MWh annually, enough to power 80,000 US homes per year.

Kimberly-Clark Corp

Kimberly-Clark is involved with ongoing stakeholder engagement which takes many forms – from one-way information channels to consumer and customer research, and from dialogue with environmental organizations to partnerships with humanitarian organizations. The Stakeholders viewed as strategic partners for Kimberly-Clark are those who have a significant interest and/ or impact on areas that are most material to their company. Kimberly-Clark engages with their strategic stakeholders through annual meetings, one-on-one interviews, engagement surveys, education or marketing campaigns, earning calls or shareholder resolutions, risk assessments and audits, volunteering programs and media relations.

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Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. This website is operated by Newday Funds, Inc ("Newday") an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Newday’s investment advisory services are available only to residents of the United States in jurisdictions where Newday is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Newday’s investment advisory services. Certain investments are not suitable for all investors and are not available to all Newday Clients. Newday does not provide financial planning services to individual investors. Before investing, consider your investment objectives and Newday’s fees and applicable custodial fees. Brokerage services are provided by Apex Clearing Corporation to Newday Digital Platform Clients or by Charles Schwab to Newday Premier Clients , both firms are SEC registered broker-dealers and members FINRA/SIPC. Market Data by Xignite. For more information, see Full Disclosures. IMPORTANT: Calculator assumes monthly contributions and no withdrawals. Projections generated are for illustrative purposes only and is hypothetical only. It does not represent results of actual trading using client assets, are not individualized, are not intended to serve as the primary or sole basis for investment decisions, and not a guarantee of future results. The rate of return on investments can vary widely over time including the potential loss of principal. Information provided by Newday Support is for informational and general purposes only and is not investment or financial advice.

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