Most investment reports simply tell you about financial returns. Our annual reporting includes everything you would expect from a traditional report, plus information about all the good things your money has done.
We want you to feel connected to your investments and the positive changes they are making in the world. We’ll be sharing stories about the companies you have invested in, what they accomplished and how they are improving the world.
Our fees cover performance monitoring, which includes:
- Online access to your portfolio: portfolio performance is updated daily and you can view the details at any time.
- Annual performance reviews: provide commentary on the financial and social impact performance of your portfolio.
- Annual portfolio rebalancing: rebalancing of your portfolio to ensure it reflects the most appropriate asset allocation.