Strategies
Powerful, Sustainable Investment Strategies
We build portfolios of forward-thinking companies we see as poised to play key roles in the transition to an inclusive, just, and sustainable economy. We provide investors long-term total return through actively managed, buy and hold strategies, with an active ownership voice. Nia’s strategic process combines proprietary financial analysis in identifying alpha-generating investment opportunities with a dedicated focus on positive impact and shareholder advocacy.
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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