Sustainability

Sustainable Investing with NavaTrades

Where appropriate and aligned with a fund’s investment objectives, we apply an ESG perspective directly to the products we offer our clients. NavaTrades sustainable funds prioritize one or more of these ESG factors in their fundamental research and investment disciplines*:

  • Environmental themes, such as investing in companies that are responding to consumer demand for sustainable practices
  • Social themes, such as investing in companies committed to a diverse and inclusive workplace
  • Governance themes, such as investing in companies committed to diverse board composition, strong oversight, and shareholder-friendly policies

Thematic Investing: Sustainable

We consider climate change to be a material risk to many companies and their shareholders' long-term financial success. We are committed to minimizing the environmental impact of our operations.

NavaTrades believes that robust sustainability practices can be critical to an investment’s long-term success. Sustainable investing at NavaTrades enables you to align your investments to outcomes shaped by environmental, social, or governance (ESG) factors.

Two-thirds of retail customers say social impact is key to their investing decisions1, according to NavaTrades research.

181 CEOs from some of America’s largest companies have committed to lead their companies for the benefit of ALL stakeholders – customers, employees, suppliers, communities, and shareholders.

NavaTrades's Thematic Sustainable Investing Funds

NavaTrades Healthy Future Fund

Invests in health and wellness companies that improve life expectancy, enhance people's lives, and decrease negative environmental impacts.

NavaTrades Climate Action Fund

Invests in companies that are removing, reducing, or mitigating the effects of climate change.

NavaTrades Water Sustainability Fund

Invests in companies helping to deliver safe, reliable, and easily accessible water.

NavaTrades Environmental Bond Fund

Invests in the debt of companies and projects that are recognizing, disclosing, and reducing environmental risk.

NavaTrades Women's Leadership Fund

Invests in companies that prioritize and advance women’s leadership and development.

NavaTrades Environment & Alternative Energy Fund

Focuses on alternative and renewable energy, energy efficiency, pollution control, water infrastructure, waste and recycling technologies, or other environmental support services.

NavaTrades Clean Energy

Invests in companies that distribute, produce, or provide technology or equipment to support the production of energy from solar, wind, hydrogen, and other renewable resources.

NavaTrades Women's Leadership

An actively managed ETF that invests in companies that prioritize and advance women's leadership.

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