Mutual Fund
Portfolio 21 Global Equity Mutual Fund
- Approximately 100 holdings in about 20 countries
- Low turnover, multi-cap, core portfolio
- Launched in 1999 by Portfolio 21 Investments, a pioneer in environmental investing for nearly three decades in Portland, OR
The fund's criteria focus on companies that:
- use materials and energy efficiently
- reduce waste
- improve environmental performance of manufacturing and supply
- innovate with environmental solutions or technological advancements
- lead with programs to integrate environmental programs into all aspects of business
Portfolio 21's investment process is designed to identify companies best equipped to manage ecological risks and develop strategies to capitalize on opportunities.
Companies that help society adapt to and solve the problems of resource limitations are strategically positioned for leadership, innovation, and competitive advantage, which we believe will make them better investments over the long term.
