Nia public equity portfolios enable you to provide your clients with solutions-focused products invested at the intersection of environmental sustainability, social justice, and gender equity, into companies doing well by doing good. Our experienced team utilizes proprietary valuation methods and a comprehensive due diligence process while delivering authentic and leading shareholder activism.
At Nia, we provide consultants, financial advisors and RIAs with the marketing materials, financial and impact reports you need to keep your clients informed and engaged, and excited about their investments.
We welcome the opportunity to meet with you to share more about our investment thesis and process.
Portfolio Managers
Kristin Hull, PhD​​​
Founder & CIO
Jethro Townsend, CFA
Partner & Portfolio Manager
Sampurna Khasnabis, MA
Research Analyst
Available Investment Products
Nia Global Solutions Portfolio SMA
Overview
45-55 global, all-cap companies addressing one or more of
Nia’s Six Solutions Themes and all include diversity in leadership.
​
-
Separately Managed Account (SMA). ​
-
Minimums vary by platform.​​​
The Nia Global Solutions (NGS) gender lens portfolio is designed to achieve long-term capital appreciation by investing in equity securities of issuers located throughout the world. All selected companies provide what we believe to be innovative solutions to the needs of a warmer, more populous, and resource constrained planet. Our investment process focuses, in part, on seeking companies providing solutions-focused products or services, and that have management teams demonstrating diversity and inclusion. This is an actively managed portfolio where all holdings include women in positions of leadership and all investments are fossil fuel free and soda, tobacco, and weapons free by design.
Nia Growth and Dividend
Portfolio SMA
Overview
50-65 global, all-cap companies, all addressing one or more of Nia’s Six Solutions Themes, all include diversity in leadership, and pay a dividend.
​
-
Separately Managed Account (SMA).
-
Minimums vary by platform.​​​​
Investment Objective
The Nia Growth & Dividend (NGD) actively managed gender lens portfolio is designed to achieve long-term capital appreciation by investing in equity securities of issuers located throughout the world. All companies offer what we believe to be innovative solutions to the needs of a warmer, more populous, and resource constrained planet. Our investment process focuses, in part, on seeking companies providing solutions-focused products or services and that have management teams demonstrating diversity and inclusion. All selected companies at the time of purchase pay a dividend. All holdings include women in positions of leadership and do not derive direct revenue from fossil fuel, soda, tobacco, or weapons.