Invest with Us
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Public equities
strategies
We construct investment portfolios of publicly traded stocks to deliver long-term financial returns by including stocks from companies solving for our world's greatest systemic risks, such as the climate crisis.
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We know we get the economy we invest into, and at Nia, we seek to invest in companies that are actively playing a part in an environmentally sustainable and inclusive economy. We look to build stock portfolios of sustainably focused companies, all of which include diversity in leadership positions.
Available Investment Products
Nia Global Solutions Portfolio SMA
This global equity sustainability and gender lens portfolio includes 45-55 all-cap companies addressing one or more of Nia’s Six Solutions Themes. All include diversity in leadership.
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Separately Managed Account (SMA).
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Minimums vary by platform.
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Available at Adhesion, BNY Mellon, Charles Schwab, CIBC, Envestnet, EQIS, Fidelity, Goldman Sachs, JP Morgan, Morgan Stanley, Pershing, TownSquare, UBS, Wells Fargo
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Nia Growth and Dividend
Portfolio SMA
This global equity sustainability and gender lens portfolio includes 50-65 all-cap companies, all addressing one or more of Nia’s Six Solutions Themes, all include diversity in leadership, and pay a dividend, providing current income.
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Separately Managed Account (SMA).
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Minimums vary by platform.
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Available at Charles Schwab, Fidelity, Goldman Sachs
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Nia Global Innovations SMA
This concentrated global equity portfolio includes 20-25 all-cap companies we believe to be at the forefront of global innovation while also considering alignment with Nia's solutions-based themes.
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Separately Managed Account (SMA).
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Minimums vary by platform.
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Available at Charles Schwab, Fidelity, Goldman Sachs
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