Every Newday Impact Portfolio is a custom-made, proprietary, and targeted investment strategy built to benefit a specific area of impact. Our multi-portfolio approach allows us to provide a fully-diversified investment strategy while impacting the areas you care about directly.
Led by our Chief Strategy Officer and former Director of Investment Strategy at BlackRock, we create portfolios based on a specific impact theme and optimize them for competitive stock price performance based on weightings.
The investment team starts with a universe of 3,000 large, mid-size, and small companies across the globe.
Key Theme Indicators
Next, the analytics team studies data provided by our research partners and identifies the most important factors that contribute and support an impact theme.
We then exclude companies that have major controversies such as alcohol, firearms, and tobacco or other major negative headline news.
We then rank each company across three pillars of overall environmental stewardship, social policy, and executive transparency.
From here we assign an impact score based on the portion of revenue that is sourced directly from impactful operations.
How To Invest
Choose the portfolios that match your values and our algorithms will use them to create a diversified portfolio just for you.
Choose Your Impact
Choose what you want to impact. We match your answers to the portfolio strategies that benefit the impact areas that you care about.
Choose Your Risk Level
Next, based on your financial profile, we suggest a conservative, moderate, or aggressive portfolio. You can always change this later.
Schedule Recurring Investments
After we've built your portfolio, choose a weekly or monthly contribution to grow your investment and secure your financial future.