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Passive Corporate Sustainability Strategy | value-weighted by market cap | Top 20 US companies with highest SAM ratings | Multi- and Water Utilities | number 14
According to our momentum strategy, we are rebalancing our portfolio at the beginning of each month. We are going long in SRE because it is a top 5 performing stock in the top 3 performing industries based on past one-month returns.
As part of our investment strategy, 75% of our portfolio is to be managed passively, consisting of stocks which are part of the KLD fund. This fund is not only consistent in its growth, but also gives investors peace of mind that their invested capital is going to environmentally and socially responsible companies. Many of these companies are some of the largest and most stable on the markets, meaning that alongside the 25% of the fund which is actively managed and seeks outperforming stocks, the fund can also provide investors with a lower-risk but consistently performing investment.