Fossil Fuel Free portfolios
If you consider climate change to be a critical issue and are concerned that you may have fossil fuel investments in your portfolio, intentionally or unintentionally, Woven Prosperity® structures these portfolios principally to exclude fossil fuel investments, while also addressing other areas of SRI concern.
- On the equity side, they aim to exclude companies engaged in industries including:
- Coal mining and burning
- Oil and gas drilling, exploration, and production
- Gas and electric utilities
- On the fixed income side, they exclude corporate bonds issued by fossil fuel companies, and instead focus on community investment projects and positive impact initiatives
Other custom SRI portfolios
To learn more
Woven Prosperity® specializes in building SRI portfolios for clients who request it. If you would like to learn more, Woven Prosperity® offers a free initial consultation to discuss SRI and whether it is a fit for you.