Clean Portfolio Project
The Clean Portfolio Project takes a total portfolio approach to fossil-free investing in integrated climate solutions. With the input of an expert advisory panel, the project creates model portfolios that help individuals and institutions not only divest from fossil fuels but also invest in diversified solutions to climate change. The portfolios build upon Croatan Institute’s framework of total portfolio activation, encouraging investors to re-allocate capital to high-impact opportunities across asset classes.
The project was born out of a collaboration with the Social Capital Markets Conference (SOCAP) in 2015, which led to the development of the initial Divest-Invest Clean 15 portfolio that was released at SOCAP16 in San Francisco. The Clean 15 portfolio highlights fifteen investable strategies across five major asset classes in themes ranging from renewable energy and sustainable infrastructure, to organic agriculture and clean technology.
The Clean Portfolio Project is now in a new phase of work, developing even more diversified portfolios, with exposure to new asset classes, broader selection criteria, and a wider array of investment strategies. The Institute is currently seeking additional sponsors to support the expansion of the Clean Portfolio Project and associated investor events taking place around the country.
In 2019, the Clean Portfolio began holding a new series, "Constructing Clean Portfolios for Climate Solutions." Please join our Croatan Institute mailing list for future in-person and webinar events.
On April 16th, 2019, the Clean Portfolio Project held a Renewable Energy Roundable, which involved a lively discussion exploring models to finance renewable energy across asset classes. Details about the event are archived here.
The Clean Portfolio Project, along with the Organic Agriculture Revitalization Strategy (OARS), hosted a webinar exploring models to finance resilient food systems and regenerative, organic agriculture across asset classes. This event took place on Tuesday, January 15, 2019, and a recording of the webinar is available for on-demand viewing at your convenience.
For more information and to view the Clean 15, click here.
To learn how you can support the Clean Portfolio Project by becoming a sponsor, click here.
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