Investing to create change.
Do more with mindful money management. Invest intentionally with Alexis Impact Portfolios.
Investments that seek to do well, and do good.
Every investment you make matters. Money has power. It can be invested with the aim of helping solve problems… or it can be invested with a lack of intention, contributing to the problems we face as a global society.
We believe that investing clients’ hard-earned money in companies that are striving to do well and do good can help move the needle in solving some of the world’s greatest challenges – from climate change to building a more diverse and inclusive society.
Investing With Intention
Our aim is to support clients in building wealth and investing in companies that are striving to make a long-term, positive impact on our society and the planet. We believe that you can do both by investing in our Alexis Impact Portfolios.
Own your impact
We want you to think about purpose, not just profit. We seek to empower women who want to create a better world and reach their full potential, using their money as a force for good.
Alexis Impact Portfolios
We don’t outsource the money management, which means we have control over the investments in our proprietary portfolios. We apply a rigorous approach to selecting the securities included in each portfolio.
- Fundamental & Technical Analysis – In our equity portfolios, we start with fundamental analysis, assessing each company’s financial strength. We then assess long-term price trends, which can give a perspective on relative performance to a stock’s benchmark.
- Social Responsibility Analysis – Next, we assess the company’s footprint through a separate screening tool based on all aspects – environmental, social, & governance. We accept that this screening is continuously evolving.
Our goal is to be good fiduciaries while also striving to be intentional about the how and why of our investments.
Environmental
CONSERVATION OF
THE NATURAL WORLD
Climate Change and Carbon Emissions
Deforestation
Air and Water Pollution
Social
Consideration of
People and relationships
Gender and Diversity
Human Rights
Labor Standards
Governance
Commitment to Corporate Governance
Board Composition
Executive Compensation
Lobbying Practices
Are we fossil-fuel-free? Not completely. Why? Moving to a Net Zero world is challenging. We want to invest in companies that are leading the transition to decarbonization and are role models for other companies in the utility and energy arena.
Put intent behind your investments when you choose Alexis Impact Portfolios.
INVESTMENTS THAT MAKE A DIFFERENCE
Impact Insights
Curious about Socially Responsible Investing and its growing role in making the world a better place? Responsible investing isn’t just about building your wealth – it’s about understanding the power of every dollar and being mindful with your money. Sustainable investments are at the heart of intentional, informed financial impact. Sign up for our newsletter and download our FREE whitepaper about Socially Responsible Investing. Learn how you can leverage your money to drive corporate responsibility and build a roadmap to a more sustainable future – all while growing your wealth.
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Subscribe to our newsletter and download our FREE whitepaper about Socially Responsible Investing.