SAN DIEGO, CA--(Marketwired - May 6, 2015) - EQM Capital LLC, ("EQM"), a San Diego-based registered investment advisor, introduced the Investments4Impact portfolios last October. While other firms have come out with socially aligned investment products, the key element that distinguishes EQM Capital LLC's Investments4Impact portfolios is the proprietary stock selection model it utilizes to identify the 30 stocks in each thematic area that provide the best investment potential as per the stock selection model. All of the portfolios have outperformed the S&P 500 Index net of fees since they were launched back in October 2014.
The portfolios invest in publically traded companies on the major U.S. exchanges with the goal of providing better than market (as defined by the S&P 500 Index) returns over a full-market cycle. Investors can remain invested and retain profits for themselves, while also generating donations to the causes being supported by their thematic investments. In addition, EQM Capital has committed to donating half the investment advisory fees generated by these products to charitable organizations aligned with those investment themes.
The firm's founder and CEO Jane Edmondson is a former Institutional portfolio manager. She designed the Investments4Impact portfolios so investors could gain thematic exposure to companies actively engaged in the causes they believe in. And as an additional bonus, their investment fees also go to support causes within those thematic areas, thus aligning investing and charitable giving.
Currently there are four thematic Investment4Impact portfolios available for investment with four associated organizations benefiting from investment in each impact portfolio:
1) Health and Wellness - Supports Salk Institute for Biological Studies, Scripps Research Institute, Breast Cancer Research Foundation, and The Leukemia and Lymphoma Society
2) Social Responsibility - Supports Global Impact, Doctors Without Borders, Business for Social Responsibility, and Water.org
3) Green Initiatives - Supports Sierra Club Foundation, Natural Resources Defense Council, Rainforest Foundation, and Surfrider Foundation
4) Education - Supports Monarch School Project, NEA Foundation, Autism Research Institute, and National Young Arts Foundation
As Edmondson explains, "It is important to me that these products work to outperform as designed, not only to fulfill my clients investment objectives, but also their charitable giving goals."
Edmondson hopes to leverage her many years of experience as a quantitative portfolio manager in order to help her clients generate both individual profit for themselves and social good for the causes they believe in.
To learn more about EQM Capital LLC's Investments4Impact portfolios and the charitable organizations they support, please visit: www.Investments4Impact.com.
About EQM Capital LLC
EQM Capital, LLC is a San Diego-based registered investment advisory firm dedicated to providing financial advisors and qualified investors with quantitative research, wealth management, and financial content marketing solutions. The Investments4Impact portfolios are available for investment through EQM Capital, LLC.
Follow us on Twitter @eqmcapital and @invsts4impact.