ESG & Impact Investing

Innovative ESG Solutions

Forefront manages dynamic, factor-based Environmental, Social, and Governance (ESG) solutions for foundations, endowments, pension plans and high-net-worth families targeting extending a typical portfolio by including sustainable investments in a risk-managed format complementing traditional stock and bond exposures.

Forefront Impact Resiliency Strategy

The Forefront Impact Resiliency Strategy provides investors a highly diversified mix of individual equities, mutual funds, exchange traded funds (ETFs) that meet the firm’s sustainability standards. The impact evaluation process uses both quantitative and qualitative assessments to measure impact characteristics such as carbon intensity, fossil fuel exposure, water usage, community investments, and so on. The resulting portfolio represents exposures across ESG themes including the UN SDG’s.

Forefront’s goal is to provide liquid and transparent strategies that could serve as ballast in client portfolios seeking to target some upside and mitigate downside risk while adhering to ESG principles. By focusing on identifying investments that exhibit higher exposure to premium-generating factors such as value, momentum, quality and their dynamics.

Forefront Impact Dynamic Growth

The Strategy is a Sustainable multi‐asset strategy that extends a traditional U.S. 60/40 portfolio by including sustainable international investments, clean energy, water, sustainable real estate and alternatives. The Strategy invests in funds pursuing positive Impact themes such as fossil free fuels and low carbon emissions, low environmental impact, high diversity and strong corporate governance, and sustainability. The alternative exposure is obtained through dynamic allocations to impact oriented ESG / Socially Responsible investments, resulting in diversifying factor exposures.

Forefront Impact Equity Strategy

Factor-based, high active share equity strategy focusing on ESG-related intangibles and traditional pillars of factor-based management (e.g., value, quality, momentum).

Incorporates assessments of reputation quality, employee satisfaction and customer sentiment.

Impact Investing

Forefront manages portfolios of Socially Responsible Investing pooled funds in Separately Managed Account (SMA) structures, that are comprised of a highly diversified mix of mutual funds and exchange traded funds (ETFs) and meet Environmental, Social, and Governance (ESG) standards. Forefront’s goal is to provide a liquid and transparent strategy that could serve as ballast in client portfolios seeking to target some upside and mitigate downside risk while adhering to ESG standards. The strategy invests in themes such as fossil free fuels, employment, and human rights.

Asset Managers

StoneRidge Investment Partners offers equity management to institutional investors. StoneRidge was formed in 1999 and restructured in 2009. Since Steven Sanders was named CEO & Chief Investment Strategist, Mr. Sanders and founding partners, Philip Brown, President and Joseph Stocke, Chief Investment Officer, continue to guide and lead the organization in providing asset management services to its clients.

Forefront Analytics, LLC has an ownership interest in StoneRidge Investment Partners, LLC. Please see Forefront Analytics, LLC Disclosure Brochure for an overview of our relationship interests.

¹Geczy et al, Great Expectation: Mission Preservation and Financial Performance (2015), Wharton Social Impact Initiative.

Want to Learn more?

Ready to get started? Reach out to the Forefront Analytics team today and we’d be happy to answer any questions or provide additional information on our available services.