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 BNY Mellon, Charles Schwab, CIBC, Envestnet, Fidelity, GeoWealth, Goldman Sachs, JP Morgan, Morgan Stanley, Pershing, Orion Investment Portal, Wells Fargo
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, Envestnet, Fidelity, Goldman Sachs
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
Nia Equity Forward
SMA
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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