EAM Sustainable Equity fact sheet 6/30/2026
- EAM performs both exclusionary screening to get rid of the bad ESG actors and an inclusionary screening to find the best of the good ESG actors remaining
- ESG screening controls risk not return, and mainly:
- EAM Sustainable Equity is a great diversifier for holdings in these other ESG solution
- With its outperformance of the S&P 500, it’s low risk profile with a Beta of .84* and its sizeable Alpha north of 3%* EAM Sustainable Equity is a great Large Cap solution regardless of it’s favorable ESG nature*
*Since inception 1/1/2014
