Incorporates long-term capital appreciation with downside
protection. We seek to consider both financial return and social good. The strategy invests in a diversified
portfolio of stocks and ETFs in low-risk markets, and protects principal in high-risk markets by moving to cash.
The strategy proactively monitors long-term market trends to evaluate the risk/reward of having market exposure versus protecting capital.
BakerAvenue's Impact Strategy Factsheet
represent $14tn in annual sales
> View Q3/ 2021 full Impact Strategy factsheet and disclosures.
Invests in preeminent and financially-solid companies that allocate their resources with the goal of creating positive change in their communities and the world.
Broad sector and industry diversification.
A variety of internal and external
analytical tools are used to isolate socially responsible and high-quality securities.
Strict and unemotional sell discipline
using both technical and fundamental