What it costs

One of the things holding back the popularity of social impact investing is that the total return net of fees haven’t been as impressive. While we sincerely believe that socially responsible companies will have a sustainable growth over the long term, immediate market prices can be uncertain and out of our control.

We can however control the cost of building these portfolios. As Jack Bogle, the father of index investing once noted, due to compound nature of fees, “In investing, you get what you don’t pay for.” Through our innovative approach to portfolio building and technology, we believe we can deliver low cost offerings that will deliver value for our clients.