Sustainable Investing w/ Carbon Collective:

Our goal at Carbon Collective was to build a series of climate friendly portfolios that position you to achieve both your financial and ethical goals.

To get there, we built a simple investment strategy: divest from the sectors reliant on fossil fuels; reinvest in the companies building climate solutions; and diversify across the rest of the stock market, because it's already low-carbon. Then we update the portfolios annually to reflect changes in the market and add new companies to the climate index.

Because our strategy is pretty straight forward, it's relatively easy to backtest. We can look back and see "what if" we had launched this strategy at the beginning of 2015. The data you see here is the result of that work. We launched our live portfolios formally on Oct. 18, 2020. Everything after then is simulated using contemporaneous data. Everything before then is backtested, simulating our strategy.

Always remember, past performance is no guarantee of future returns.