Socially responsible, or ESG (environmental, social and governance) investments are increasingly popular with investors. In fact, 84% of millennial investors are interested in ESG—as are more than 70% of female and more than 60% of male investors of all generations. 1 Yet most advisors are not recognizing these interests among their client bases, and traditional strategies are not addressing these needs.
That’s why we’ve launched two new ESG strategies, along with tools to help you start the conversation about ESG investments with your clients.
Same proven Niemann tactical strategies, new focus on ESG issues of importance to your clients:
|New Strategy||Niemann Risk Managed ESG||Niemann Risk Managed ESG Gender Diversity|
|Class||Global equities||Global equities|
|Style||Active management, tactical, core, growth||Active management, tactical, alternative, growth|
|Structure||Separately Managed Account||Separately Managed Account|
|Universe||US stocks, international ADRs||US stocks, international ADRs|
|Screens||ESG ranking, Relative Strength, risk-adjusted return||Gender diversity ranking, Relative Strength, risk-adjusted return|
|Factors||Climate change, natural resources, pollution & waste, environmental opportunities, human capital, product liability, stakeholder opposition, corp. governance, corp. behavior||Board diversity, executive diversity, equal pay|
|Downside Protection||Cash/cash equivalents||Cash/cash equivalents|
|Appeals to||All generations, HNW, UHNW||Women, all generations, HNW, UHNW|
Both strategies are available as separately managed accounts (SMAs) on Fidelity’s Separate Account Network (SAN) today, and will be soon be released on other platforms as requested. Stay tuned for releases on additional platforms, as well for these strategies to be launched as exchange traded funds (ETF).
|Download fact sheets for each strategy as well as a white paper to help you start the conversation about ESG investment with your clients.|
|Niemann Risk Managed ESG Fact Sheet||Niemann Risk Managed ESG Gender Diversity Fact Sheet||Niemann ESG White Paper|
Contact us today to discuss how to incorporate these strategies into your clients’ portfolios.
1 Morgan Stanley and Cerulli Associates