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:
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Ethical Consistency: Aligning capital with client values is generally not being done in a thoughtful or consistent manner
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Value for fees: Many PMs are NOT adequately active for the level of fees they generate
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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
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.