A member of the Gradient Financial Group family of companies
Portfolio: Gradient Socially Responsible
Category: Asset Allocation
The Gradient Socially Responsible Portfolio is an actively managed, diversified investment approach that is designed to consider socially responsible investments as its primary investable universe.
Socially responsible investing utilizes environmental, social, and governance (ESG) criteria to select investments. Investing in a socially responsible manner seeks to promote positive ESG characteristics while excluding investments that are not aligned with positive ESG criteria. Positive ESG criteria can include such initiatives as: workplace equality, environmentally conscious, cleantech/renewable energy, or positive corporate governance strategies.
The Gradient Socially Responsible portfolio uses exchange traded funds (ETFs) to build a diversified portfolio that aligns with client social values as well as their risk tolerance. Gradient offers 3 distinct socially responsible portfolios that range from conservative to growth allocations, using a mix of stocks and bonds that correspond with positive ESG initiatives.