Investing with tomorrow in mind

Each day, milestones are reached and expectations are exceeded in the rapidly evolving clean energy sector. Motivated by the tremendous human effort going into finding solutions to today’s climate challenges, our team closely monitors developments in real-time while anticipating the needs and challenges of the future.

This is how we create portfolios that support companies using their resources and energy to secure a clean energy-powered future for us all.

On risk

Our portfolios are tailored to the individual risk factors of our investors. As in any industry, there are certain fundamental values attributed to top-performing clean energy companies that we use as benchmarks for our portfolios. But unlike other industries, the clean energy sector can be considered undervalued by technical standards and generally safe from massive price fluctuations and atypical market conditions. This results in opportunities that only exist in this sector—and our firm is uniquely positioned to pass those opportunities on to our investors.

On timelines

Comprised of both short- and long-term strategies, our portfolios are balanced toward long-term growth, enabling us to capture performance while mitigating risk. Many clean energy solutions can take several years or even decades to materialize due to ever-changing technology, infrastructure, and regulations.

High level company overview

Our Holdings and Selection Criteria

We invest broadly in different assets, industries, and regions that align with our goals and pass our screening process. This gives our investors the potential to benefit from companies thoughtfully addressing environmental, social, and governance concerns while also doing good for the planet and its people.

Our standard holdings are comprised of 25 companies, which have been rigorously vetted to meet the standards set by our advisory board. Some of the criteria used include the following.

Companies must be proactive in their goals toward sustainability, whether that’s through the creation or offering of products and solutions or through groundbreaking public effort and contributions.
Companies must pass background checks into ownerships, political funding, and various ethics screenings.
Operational due diligence must be met, which covers everything from how the companies invest and distribute earnings to their underlying ratios and finances.

Documents with portfolio weights and exact holdings are available to prospective and current clients. Log in or begin your onboarding process with us here.

We look for:

Socially responsible companies creating or offering solutions that reduce our impact on the environment.

We exclude:

Investments not geared to a sustainable future and companies that act or invest unethically.

Step 1:

Work with your current holdings and encourage divestment

Divestment is one of the greatest tools available to those interested in creating systemic change, as it challenges the social license of industries like fossil fuels and pressures other investors to reject them as well. Our process ensures our portfolios don’t support fossil fuel companies—or companies and assets that prop the industry up through the provision of services.

As countries unite to limit global warming to 1.5 degrees, most fossil fuel companies will likely be worth less over time—making divestment from these companies now a strategic choice and potential competitive advantage.

Step 2:

Reinvestment

We use reinvestment as a mechanism to create impact. This means redirecting divested money into more sustainable investments and impact opportunities that avoid or reduce environmental harm. When these don’t exist, we partner with like-minded investors to create them. This strategy realizes the potential that our divestment unlocks.

Step 3:

Engagement and Follow-up

While we do our best to invest responsibly, no company is perfect. We use tools like voting and engagement to push the companies we invest in to further improve certain aspects, like their climate impact or supply chains. We also welcome feedback from our clients and colleagues on other ways we can increase our impact, whether that looks like investing in promising new startups, voting with intention at shareholder meetings, or even divesting from certain companies.

Who we are

Meet our Advisory Team

Our advisory team is comprised of individual investment advisor representatives—each with their own distinct area of knowledge and experience plus unique investment habits and beliefs.

Our position is unique: we don’t get to think of ourselves as simply asset managers. Instead, we are partners in a common purpose and fight. The more we acquire funding and deliver results for our clients, the more the planet benefits. Common purpose is something with inherently strong value, and you won’t find that in many traditional asset management companies.

Join the movement

Get in touch to explore a partnership with Think Green or learn more about our work. We’d love to hear from you.