Social Responsibility 2017-09-23T01:19:00+00:00

Social Responsibility

I think of a hero as someone who understands the degree of responsibility that comes with his freedom. – Bob Dylan

Social Responsibility Charities Supported

Providing hope and help to people in need.
Charity Navigator Score: 85.34
Website: Global Impact
Providing emergency medical care
Charity Navigator Score: 92.03
Website: Doctor’s Without Borders
The business of a better world
Charity Navigator Score: 87.32
Website: Business for Social Responsibility
Providing access to safe water and sanitation
Charity Navigator Score: 96.33
Website: Water.org

Investment Impact Process

EQM Capital’s Investments4Impact Social Responsibility portfolio consists of the top 30 ranked stocks in the MSCI KLD 400 Social Index. Stocks in the investable universe are ranked by EQM Capital’s quantitative model based on a blend of dynamic Fundamental and Market Sentiment factors including:

The portfolio is actively managed and rebalanced on a monthly basis.