Social Values Portfolio

We will monitor holdings proactively on your behalf so that you can align your money with your values.

 

Social Values Portfolio

We will monitor holdings proactively on your behalf so that you can align your money with your values.

 

Social Values Portfolio

We will monitor holdings proactively on your behalf so that you can align your money with your values.

Social Values Portfolio

We will monitor holdings proactively on your behalf so that you can align your money with your values.

Our Social Values Portfolio enables you to invest for sustainability and align your personal beliefs with your portfolio. You can also benefit from a cost-effective and tax-efficient solution as you connect purpose with your life savings.

Our Social Values Portfolio enables you to invest for sustainability and align your personal beliefs with your portfolio. You can also benefit from a cost-effective and tax-efficient solution as you connect purpose with your life savings.

Our Process


Socially Responsible Investing (SRI) is the investment solution for investors who want their money to be aligned with their values. SRI is a well-established and growing approach that considers societal good and financial return. Globally, at least $21 trillion is professionally managed under an SRI mandate (Global Sustainable Investment Alliance (Global Sustainable Investment Review, 2014).


At Mission Wealth, we select and proactively monitor companies and investments deemed to be “best in class” based on ESG (environmental, social and corporate governance) criteria. Through our sophisticated research software, we can scour the universe of stocks, bonds, funds and ETFs and include those with companies with high ESG scores. We then put them together into our Social Values Portfolio, which is a diversified basket of investments.

Our Partnership


We work with MSCI (Morgan Stanley Capital International), who collects and distributes data on more than 150 ESG criteria. MSCI’s third-party research analyzes thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social and corporate governance issues. The companies are compared and rated against each other and a final letter rating is given using a scale that ranges from best (AAA) to worst (CCC). See www.morganstanley.com for more information.

Our Partnership


We work with MSCI (Morgan Stanley Capital International), who collects and distributes data on more than 150 ESG criteria. MSCI’s third-party research analyzes thousands of companies worldwide.

Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social and corporate governance issues. The companies are compared and rated against each other and a final letter rating is given using a scale that ranges from best (AAA) to worst (CCC). See www.morganstanley.com for more information.


What We Invest In


We invest where the underlying company has an intangible value assessment score of BB or higher. We avoid investing in companies that MSCI has deemed to have ongoing and severe controversies, as we anticipate that those business controversies may impact their business over time.

We also construct our Social Values Portfolio to be industry and sector agnostic. We look to replicate the weightings of domestic and international stock indices. Typically, the companies that meet our selection criteria are leading the charge in addressing the challenges of our time, such as climate change, water management, food scarcity, pollution, corporate ethics, and human rights, among others.

Portfolio Allocation

Examples of Companies

with IVA Scores
of AAA


How do we know that a company is “GOOD”?


We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Examples of Companies

with IVA Scores
of AAA


How do we know that a company is “GOOD”?

We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Examples of Companies

with IVA Scores of AAA

How do we know that a company is “GOOD”?


We use third-party research to analyze thousands of companies worldwide. Companies receive an Intangible Value Assessment (IVA) score based upon key environmental, social, and corporate governance issues. The companies are compared and rated against each other; a final letter rating is then given using a scale that ranges from best (AAA) to worst (CCC).

Social Values Portfolio Features

  • Take advantage of a possible ideal turnkey portfolio solution (professionally managed and stress free).
  • Annual reconstitution and quarterly rebalancing to keep portfolio optimized from an ESG standpoint.
  • Access to top-quality, industry-leading research to gather data and underpin portfolio decisions (available to clients upon request).
  • No mutual fund- or ETF-related expenses for individual stock or bond holdings (*if your custom portfolio includes ETFs or funds, those underlying fees apply, please see specifics).
  • High correlation to S&P 500 and MSCI EAFE Index, with underlying industry weightings mirroring each index (*investing entails risks and uncertainties, no guarantees of performance or correlations can be made).
  • Portfolios can be tailored to each client’s specific values.

Social Values Portfolio Features

  • Take advantage of a possible ideal turnkey portfolio solution (professionally managed and stress free).
  • Annual reconstitution and quarterly rebalancing to keep portfolio optimized from an ESG standpoint.
  • Access to top-quality, industry-leading research to gather data and underpin portfolio decisions (available to clients upon request).
  • No mutual fund- or ETF-related expenses for individual stock or bond holdings (*if your custom portfolio includes ETFs or funds, those underlying fees apply, please see specifics).
  • High correlation to S&P 500 and MSCI EAFE Index, with underlying industry weightings mirroring each index (*investing entails risks and uncertainties, no guarantees of performance or correlations can be made).
  • Portfolios can be tailored to each client’s specific values.

If you are interested in SRI, you may like these services.

Ask us about our advanced planning options.

 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.


 

ALL INFORMATION HEREIN HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.