JM's Fossil Fuel Free investment options

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Sustainable Focus

In 2008, Dr. James Hansen, former head of the NASA/Goddard Institute for Space Studies and highly respected climatologist, alerted the scientific community to 350 parts per million (ppm) of carbon dioxide (CO2) in the atmosphere as a goal for the world to reach. He concludes that not reducing the levels of CO2 could seed irreversible catastrophic effects.   The world is now above 400 ppm. 


JM named our portolios "350" as a reminder looking back to the changes we could have made and to inspire us to make changes going forward.  Our 350 fossil fuel free value porfolios divest from the "top 200 listed companies by carbon reserves" as identified by 350.org. and are 100% divested from stocks of fossil fuel producers and refiners. 

Investing with a Purpose

 JM specializes in developing proprietary quantitative stock selection and portfolio management methods that integrate fundamental financial with ESG data in the portfolio construction process. Our socially responsible 350 and fossil free portfolios invest in firms that promote health and well-being of individuals, communities and the environment through their products, services and fair business practices affecting all their stakeholders. 350 portfolios are constructed to exclude the “top 200 listed companies by carbon reserves” as identified by 350.org and companies and that produce alcohol, tobacco, weaponry, gambling and nuclear energy. 

Building a Sustainable Future

JM offers 350 and Fossil Fuel Free investments designed to meet broad social criteria with positive environmental, social and governance (ESG) metrics.  Athe top 200 public companies that own the vast majority of the world's coal, oil and gas reserves, as analyzed by the Carbon Tracker Initiative, are excluded from the investment universe.


Our 350 value portfolios seek to deliver substantial performance over the long run while targeting  companies that help reduce the  use of fossil fuels in our environment.

 

Why 350?

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 The world is now above 400 ppm  of carbon dioxide (CO2) in the atmosphere.   We are seeing changes like extreme weather global temperature, warming oceans, shrinking ice sheets, and glacial retreat.  CO2 is not the only factor, but it is an important one.  We believe that  

aligning investments toward  reducing our carbon footprints will help create a sustainable future.

350 Fossil Free

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 350 Fossil Free applies our optimized ESG investment process to the S&P 900 (S&P 500 plus S&P 400 Indexes) universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG) and excluding 100% of the carbon industry companies in the S&P 1500 energy and utility sectors.

350 All-Cap Value

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  350 All-Cap Value is an actively managed socially responsible portfolio of large-, mid-, and small-cap domestic companies drawn from the S&P 1500 Index, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance (ESG) criteria. 

350 Large-Cap 50 Value

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 350 Large-Cap 50 Value* is a large cap core portfolio of stocks drawn from the S&P 500, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria .

350 Mid-Cap Value

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 350 Mid-Cap Value applies our optimized ESG investment process to the S&P 400 universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG). 

350 Small-Cap Value

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  350 Small-Cap Value applies our optimized ESG investment process to the S&P 600 Index universe, screened for the top 200 carbon producing listed companies and to meet rigorous environmental, social, and governance criteria (ESG).