Incorporates long-term capital
appreciation with downside
protection. We seek to consider both
financial return and social good. The
strategy invests in a diversified
portfolio of stocks and ETFs in low-risk
markets, and protects principal in
high-risk markets by moving to cash.
The strategy proactively monitors
long-term market trends to evaluate the
risk/reward of having market exposure
versus protecting capital.
BakerAvenue's Impact Strategy Factsheet
Sector Diversification:
3
Key Benefits:
represent $14tn in annual sales
> View 2022/Q3 full Impact Strategy factsheet and disclosures.
Top Holdings:
Portfolio Characteristics:
Broad sector and industry diversification.
A variety of internal and external
analytical tools are used to isolate
socially responsible and high-quality
securities.
Strict and unemotional sell discipline
using both technical and fundamental
criteria.
Invests in preeminent and
financially-solid companies that allocate
their resources with the goal of creating
positive change in their communities and
the world.