• ESG Screens

EarthFolio is the first online advisory service with an ESG screening ecosystem.

We invest for good, across the board.

Sustainability is not a niche for us; it’s the DNA of how we’ve invested for over fifteen years. Every portfolio we build invests exclusively in a broad spectrum of sustainable mutual funds that screen on up to ten environmental, social, and governance, criteria.

Calvert Short Duration Income (CSDAX)
TIAA-CREF Social Choice Bond (TSBRX)
Pax World High Yield Bond (PAXHX)
CRA Qualified Investment (CRATX)
Access Capital Community (ACASX)
Calvert Green Bond (CGAFX)
Green Century Equity (GCEQX)
Parnassus Endeavor (PARWX)
TIAA-CREF Social Choice Equity (TICRX)
Calvert U.S. Large Cap Core Index (CSXAX)
Ariel Appreciation (CAAPX)
Parnanssus Mid-Cap (PARMX)
Pax World Small Cap (PXSCX)
Northern Global Sustainability Index (NSRIX)
Pax MSCI International ESG Index (PXINX)
Pax World Global Environmental (PGRNX)
Portfolio 21 (PORTX)
*Bond Funds are composed of debt instruments which do not have onwership or advocacy rights. Screening data provided by the U.S. Social Investment Forum, Bloomberg LP, and respective mutual fund companies and ESG indexes. The mutual funds shown represent the current holdings of the EarthFolio model portfolio series as a whole. Individual funds may not be held in all portfolio options within the series. Holdings are subject to change. It should not be assumed that any of the funds listed were or will prove to be profitable.

Environment

Seeks companies that promote sustainability and ecological conservation such as recycling, low-carbon emissions, and efficient water use.

Clean Tech

Seeks technology companies that specialize in resource efficiency and clean energy solutions such as wind, solar, and geothermal.

Equality & Diversity

Seeks companies that actively hire and promote diverse workforces that include LGBT, veterans, women, and other minorities.

Human Rights

Avoids or restricts companies that do business in countries which condone human rights violations or support terrorism.

Fair Labor

Seeks companies that promote fair wages, safe working conditions, and long-term job security.

Animal Welfare

Avoids or restricts companies engaged in the inhumane treatment of animals such as in medical testing and factory farming of livestock.

Non-Violence

Avoids or restricts companies that profit from manufacturing firearms, ammunition, or military weapons.

Corporate Governance

Seeks companies with strong policies and practices governing transparency, fair compensation, and open dialogue with shareholders.

Healthy Living

Avoids or restricts companies profiting from manufacturing or distributing harmful or addictive products and services such as tobacco, alcohol, and gaming.

Community Development

Seeks financial institutions that partner with underserved communities to provide affordable housing, small business loans, and micro finance.

Fossil-Fuel Free

Avoids companies that produce energy from coal, crude oil, petroleum, and gas—the main contributors of greenhouse emissions and climate change.

Shareholder Advocacy

Engages the companies it owns through the use of proxy voting, resolutions, and dialogue, to promote environmental, social, and governance change.

Invest in a portfolio with a deeper bottom line. Yours.

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