Investment Fund

How does a Group build an entire portfolio consisting of responsible companies?

Using real time sustainable data provided by TruValue Labs, Investment Group members will do extraordinary due dilliegence to make sure all companies invested in the Investment Fund are responsible with respect to their governance, their social standing, and their environmental impact. Rather than looking at just technical analysis and doing a company valuation, Group Members will be tasked with going a step further and finding and reporting all relevant information about a company so that an investment decision could be made with a broader, global perspective.

Asset Allocation






PDF icon Target Portfolio Allocation265.46 KB