We help investors take a stance with their capital.
Stance Capital specializes in quantitative ESG (Environmental, Social, Governance) asset management and research. We are a Boston-based Registered Investment Advisor, and our clients are individuals, families, endowments, and institutions. We also build products for other investment firms under research and sub-advisory agreements.
We took a critical evaluation of the ESG industry and found three key flaws that we aim to solve:
Ethical Consistency: Aligning capital with client values is generally not being done in a thoughtful or consistent manner
Value for fees: Many PMs are NOT adequately active for the level of fees they generate
Risk Management: Risk efficiency is arguably a large source of out-performance that is not properly implemented
Given the rise of disclosure of ESG metrics we are able to take advantage of advances in big data, distributed cloud compute, machine learning and artificial intelligence to help our clients achieve their investment objectives. We have built a fully data-driven and systematic approach to Investing that gives quantifiable impact and performance metrics for our clients.
We started Stance Capital to dispel the notion that investing in companies that show strong performance on ESG indicators will lead to under-performance.
Since inception of our flagship strategy, we have demonstrated that investors can outperform after fees, with less risk and invest in companies they can be proud of holding.
OUR MISSION: TO OUTPERFORM THE MARKET, INVEST IN GOOD COMPANIES
Our Team
Bill Davis, Portfolio Manager
Mr. Davis founded Stance Capital to bring to market investment portfolios that mitigate material environmental, social, and governance risks and generate excess returns, while at the same time allowing investors to align their portfolios with their belief systems.
Kyle Balkissoon, Portfolio Manager
Mr. Balkissoon joined Stance to leverage and advance state of the art machine learning and analysis methods to help clients outperform while adhering to their values.
Jason Aronson, Chief Compliance Officer
Jason has served as CCO for Willow Partner Advisors, an SEC registered internet only advisor focused on referral-based business. Prior to Willow, Jason was at Empirical Asset Management, where he wrote large segments of and maintained the firm’s overall compliance program. Over the last 12 years, Jason has helped many advisory firms implement, test, and maintain policies and procedures as well as prepare for and participate in multiple SEC examinations. Additionally, Jason has extensive experience bringing firms into compliance with the Global Investments Performance Standards (GIPS), maintaining composites, and completing third party verifications.
Toby Heaps, Head of ESG Factor Assembly
Mr. Heaps is the CEO and co-founder of Corporate Knights Inc. and publisher of Corporate Knights Magazine. He spearheaded the first global ranking of the world’s 100 most sustainable corporations in 2005, and in 2007 coined the term “clean capitalism.”
Jennifer Nganga, Bookkeeper
Jennifer Nganga is responsible for accounting and reporting at Stance Capital. She holds a Bachelors in Accounting from Worcester State University and an MBA from the University of Massachusetts Amherst. Jennifer brings over 10 years of accounting and finance experience from different industries including Investment Management, Financial services technology solutions, Retail, and Manufacturing.
Helen Chuchak, Research Analyst
Helen Chuchak is responsible for performance, website and database updates, RFP responses, analytics work and social media posting. Helen earned a master degree at Kyiv-Mohyla academy in Economics and a bachelor degree at Ostroh academy in Finance. Helen is passionate about investments and stock exchange. She worked many years in financial analysis checking governmental companies' reports on fictitious bankruptcy. She is from Ukraine.
