In the next 25 years, in what will be the largest generational wealth transfer in human history, baby boomers are expected to pass $68 trillion to their millennial children. And the 92 million American millennials are concerned about the environment, with 73% of them saying that “global warming” is “personally important” to them.
It’s no surprise then that millennials gravitate to environmentally-responsible investing. In fact, millennial investors are nearly twice as likely as non-millennials to make investment decisions based on specific environmental or social outcomes.
Since asset managers typically lose 70% to 80% of the assets they manage during generational transfers, wealth managers who want to retain these environmentally-conscious investors need to offer value-based investment options.
“Wealth and asset managers who supply millennials with value-based investment options will be strongly positioned to attract new assets to the firm as well as retain beneficiary millennial clients,” according to a 2017 Ernst & Young report.
Investors are seeking investment returns that align with their values. A large and growing body of evidence demonstrates that using environmental, social, and governance (ESG) performance ratings may reduce risk and offer financial advantages.
To keep up with this surge in interest in value-based investment options, financial advisors need to be familiar with firms that have a deep understanding of sustainable investing and can deliver the environmental impact that clients expect.
For more than 25 years, Green Century has been the standard bearer of responsible investing, and no other fund can match our environmental and public health impact.
Green Century uses a unique three-pronged approach to deliver impact and competitive returns.
1. Invests with environmental values: Green Century is proud to be one of the first family of fossil fuel free, environmentally responsible, and diversified mutual funds in the U.S.
Our investment strategy incorporates:
- Values-based exclusionary screens to avoid dangerous and harmful industries including fossil fuels, civilian and military weapons, tobacco, producers of GMOs (Genetically Modified Organisms), and nuclear energy;
- Controversy exclusions to identify and avoid corporations that are trending toward damaging reputational risks or are not following international norms and principles; and
- Environmental, social, and governance (ESG). The Green Century Funds invests in companies that meet our high ESG criteria.
- A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
2. Leads an effective shareholder advocacy program: Our team of shareholder advocates goes far beyond basic proxy voting to engaging nearly 100 companies a year to improve their environmental practices and policies to deliver impact that inspires your clients.
3. Supports environmental and public health nonprofit organizations: 100% of the profits Green Century earns managing its Funds can be used to support the work of its environmental and public health nonprofit owners, including the 100% Clean Energy and Wildlife Over Waste campaigns. Green Century is the only mutual fund company in the U.S. wholly owned by environmental and public health nonprofit organizations.
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°Green Century Capital Management, Inc. (Green Century) is the investment advisor to the Green Century Funds (the Funds).
You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email email@example.com or call 1-800-934-7336. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
The Green Century Funds are distributed by UMB Distribution Services, LLC., 235 W Galena Street, Milwaukee, WI 53212.