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Date: 2024-03-28 Page is: DBtxt001.php txt00019515 |
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Third Economy
VIA3 RATINGS VIA3 RESEARCH CONSULTING ABOUT NEWS & EVENTS CONTACT
Invest in What You Care About Most
Third Economy VIA3 Third Economy’s VIA3 framework rates mutual funds and ETF’s based on five different aspects of sustainability, making it the most comprehensive rating available. It allows you to incorporate sustainability as a meaningful factor into your portfolio asset allocation. See our Research. Third Economy VIA3 Illustrative Rating
The VIA3 rating is calculated by assessing five criteria – Values, Impact, Analysis, Alignment and Activism – illustrated by the VIA3 compass. The overall score and each criterion are color coded into three tiers: Strong, Moderate, Minor.
Do you have to give up financial performance to invest sustainably? VIA3 addresses this question by compiling public sources of the funds financial return data to compare against a common index fund. We place a color-coded arrow over the five-year period (or three year if five is not available) to highlight at that point in time, if the fund performance is over, within or under the comparative index fund performance. This portfolio-level data is updated quarterly. Third Economy financial return Third Economy fund return over index Third Economy fund return within index Third Economy fund return under index Terms and Conditions About VIA3 The VIA3 framework empowers all investors to align with the social and environmental factors that they care about most. Developed by leading institutional investors and academics, VIA3 delivers sustainability insights previously only available to the world's largest investors. VIA3 leads the way to a more sustainable portfolio and economy, a third economy. Third Economy about VIA3 - Values Values: Are your investments aligned with your values, morals or ethics? Do you want to avoid investments that contribute to climate change? How about directing your investments to promote social equality? The VIA3 Values rating assesses both the fund’s use of negative screening for moral or ethical reasons, historically known as Socially Responsible Investing (SRI), and the intentional inclusion of securities through positive tilting. Third Economy about VIA3 - Impact Impact: Every investment has an impact. Can you measure what it is? The VIA3 Impact rating reflects to the extent that we can, the actual consequences on society and the environment, or “what” results from investing in this fund. We partnered with HIP Investor to identify impact metrics that help us understand the consequence’s the underlying investments may have on the environment or society through the provision of their products and services. Third Economy about VIA3 - Analysis Analysis: Do Environmental, Social and Governance (ESG) factors drive long-term financial performance? As an investor you care about investment returns. The VIA3 Analysis score reflects 'how' securities in the portfolio manage ESG considerations for long-term financial value creation. We partnered with HIP Investor to assess the ESG metrics with the most potential financial relevance, based on the Sustainability Accounting Standards Board (SASB). Third Economy about VIA3 - Alignment Alignment: Is the portfolio or firm supporting global sustainable development? Do you care if the firm and portfolio support peace and prosperity through improved access to healthcare and education, reduced inequality and economic growth? The VIA3 Alignment score rates to what extent the fund manager and the fund contribute to the United Nations Sustainable Development Goals. Third Economy about VIA3 - Activism Activism: Does the manager encourage more sustainable business practices? How the fund manager votes proxies and engages with securities is becoming referred to as Investment Stewardship. The VIA3 Activism score rates the extent to which the manager engages and votes to encourage transparency and more sustainable practices. 3E - Third Economy In partnership with HIP Human Impact + Profit The future is sustainable Gain the insights needed to align your values with your investments Research available here Get Updates from Third Economy Email address Third Economy Third Economy is a sustainable investment research and consulting firm. We work with corporations and institutional investors to understand how sustainability factors impact financial value. Our clients leverage this understanding to enhance and promote their own capabilities, thus building a more sustainable economy, a third economy. CONTACT 370 7th St Suite 9, San Francisco, CA 94103 +1 415 723 1739 info@thirdeconomy.com Mon-Fri : 8:00AM - 6:00PM PT HOME VIA3 RATINGS VIA3 RESEARCH CONSULTING ABOUT NEWS & EVENTS CONTACT ©2020 Copyright Third Economy, Inc. TERMS AND CONDITIONS PRIVACY POLICY SUBSCRIPTION AGREEMENT COPYRIGHT POLICY ----------------------------------------- Third Economy Third Economy is a sustainable investment research and consulting firm. We work with corporations and institutional investors to understand how sustainability factors impact financial value. Our clients leverage this understanding to enhance and promote their own capabilities, thus building a more sustainable economy, a third economy. CONTACT 370 7th St Suite 9, San Francisco, CA 94103 +1 415 723 1739 info@thirdeconomy.com Mon-Fri : 8:00AM - 6:00PM PT ----------------------------------------- How We Work With You -------------- Third Economy Individual Investors Individual Investors Evaluate the sustainability of your investment funds with VIA3 Ratings & Research -------------- Third Economy Financial Advisors Financial Advisors Engage new and existing clients by aligning their portfolios with what they care about -------------- Third Economy Corporations Corporations Satisfy investors, improve your ESG ratings, avoid activism and build long-term financial value -------------- Third Economy Institutional Investors Institutional Investors Differentiate yourself and satisfy clients or beneficiaries by building sustainable investment capabilities ----------------------------------------- Our Mission Our mission is to leverage the global capital markets’ quest for investment return to create a healthy planet and society. We empower investors and corporations with capabilities that drive profit and generate positive impact, to accelerate the sustainability of our economy. Our Third Economy is a sustainable one. ----------------------------------------- Our Team -------------- Third Economy - Chad Spitler Chad Spitler Founder & CEO -------------- Third Economy - Charles Twitchell Charles Twitchell Research Coordinator -------------- Third Economy - Corey Ly Corey Ly Analyst -------------- Third Economy - Danny Loftus Danny Loftus Analyst -------------- Third Economy - Debbie Gillingham Debbie Gillingham Partner -------------- Third Economy - Geoff Stewart Geoff Stewart Associate and Co-Founder -------------- Third Economy - Harry Etra Harry Etra Network Partner -------------- Third Economy - Jason Powers Jason Powers Marketing -------------- Third Economy - Malin Törnqvist Clark Malin Törnqvist Clark Partner -------------- Third Economy - Noël Merino Witschi Noël Merino Witschi Content Development Strategist -------------- Third Economy - Trever Pearson Trever Pearson Executive Assistant -------------- VIA3 Advisory Board -------------- Third Economy - Dr. Joe Árvai Dr. Joe Árvai University of Southern California -------------- Third Economy - Dr. Todd Cort Dr. Todd Cort Yale School of Management Are you building a third economy?
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