In a geopolitical and macroeconomic landscape increasingly marked by energy shocks and other resource bottlenecks, our Climate Alpha portfolio is holding up better than broad benchmarks. From January 1 to April 30, [1] the portfolio is up 10.9% while the VOO ETF (S&P 500) [2] is only up 5.73% and the ACWIETF [3] is up 6.97%.
Climate Alpha is a concentrated, high-conviction strategy that focuses on a narrow set of long-term climate themes: sustainable infrastructure and water, as well as broader adaptation and mitigation solutions.[4] Its returns have historically outperformed our broader unified managed account(UMA) models, with performance competitive versus U.S. and global equity benchmarks, on both a gross and net basis.
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[1] Based on performance from the first trading day of January 2026 through April 30th, 2026
[2] Vanguard 500 Index Fund (VOO) ETF
[3] iShares MSCI ACWI ETF
[4] The Climate Alpha portfolio comprises three Separately Managed Accounts (SMAs): KBI Global Investors: Global Sustainable Infrastructure; Water Asset Management: Global Water Equity Fund, LP; and Wellington Management: Climate Resilience. The strategy is available via the Adhesion platform
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