Insights on Sustainable Investing

Conversation with Nancy Sagar and Garvin Jabusch

Download the full interview to learn more.

Sustainable investing in the United States continues to accelerate at a rapid pace. According to U.S. SIF Foundation, the total U.S. domiciled AUM surpassed $17 trillion at the start of 2020, an increase of over 40% from 2018. Sustainable investing now represents 33% of all U.S. professionally managed assets (U.S. SIF Foundation). Today, advisors need to be prepared to address these changing investor preferences.

Shelton Capital Management offers mutual funds and SMA strategies for clients seeking an environmental, green, or sustainable focus.

Here, Nancy Sagar dives into the sustainable investing landscape, the “Next Economy™,” and how the Shelton Green Alpha Fund (NEXTX) fits in a client portfolio with Garvin Jabusch.

Green Alpha Advisors, LLC owns the trade to Next Economy.

Important Information

Past performance is no guarantee of future results. Investments involve risks. This information has been prepared from sources believed to be reliable. The views expressed are as of the date of this writing.

Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
Shelton Green Alpha Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even
indirectly, may involve greater volatility than investment in larger and more established companies.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.

The Shelton Green Alpha Fund is distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Green Alpha Advisors is not affiliated with either RFS Partners or Shelton Capital Management.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.