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Complementary Impact Review

Curious about your current portfolio's impact on the environment and social factors?  Please contact us for a free impact review where we will provide a report showing the analysis of your portfolio holdings in terms of multiple impact categories.

Data comes from market data aggregators such as Refinitv, Asset4, and QADirect.  Data also comes from highly specific academic or industry research such as UMass Political Research Institute or the Global Canopy Initiative's Forest 500 ratings.