We help investors take a stance with their capital.
Our Mission: To Outperform the Market While Investing in Good Companies
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.
