At present, many investors have substantial exposure to the S&P 500 and, by extension, the AI ecosystem. For those with significant embedded gains, materially reducing that exposure may be impractical and/or tax inefficient, even as Big Tech and AI become more volatile.
This is why Gitterman Asset Management offers solutions to diversify around existing core positions to capture other sources of return, without having to abandon existing portfolios.
One of these options is our Climate Alpha Portfolio, an all-equity solution that includes allocations to water, energy infrastructure, and climate resilience, and offers diversification beyond simple asset-based allocations by investing in the systems that sit underneath almost every form of economic activity.
By providing returns that are less correlated to the S&P 500 and Big Tech, Climate Alpha may enhance your overall risk-adjusted returns without the need to abandon existing strategies.
Read our Q3 2026 Market Commentary to understand why we believe this portfolio provides complementary and well diversified exposure, and why now is a good time to allocate.
This quarter, we offer an in depth explanation of the portfolio itself, and our reasoning behind our focus on owners of the networks, suppliers, and engineers who build and upgrade the systems that drive our economy.
Get in touch
If you have questions, or think our solutions are right for you, please reach out using the form below. We will respond as soon as possible to continue the conversation.
379 Thornall Street, 2nd Floor
Edison, NJ 08837
(848) 248-4405