Environmental Investing

At One Day In July, we focus sustainable investing on the environment, recognizing the urgency of climate change and the tangible nature of the metrics available. We work to cut through the frenzied noise surrounding this growing field, while sticking to our basic principles: simplicity, low fees and personalized attention.

(802) 503-8280 • welcome@onedayinjuly.com

Custom SRI Portfolios


In addition to our Core Environmental and Impact Portfolios, we can explore the construction of customized Socially-Responsible Investing (SRI) solutions for investors who are interested in applying different screens or want their investments to emphasize other factors.

We have access to a variety of environmental, social and governance criteria that we can use to search for funds that score well in a particular area. Examples include eliminating or reducing holdings in weapons manufacturers, tobacco companies, or companies that have experienced customer or labor issues, among others.

Regardless of the criteria applied, the approach to portfolio construction remains the same. We utilize low-cost exchange-traded funds to build a diversified portfolio and overlay that process with a screen that reduces exposure to the investor's area of concern. Though it may not be possible to completely eliminate all exposure to the selected criteria, our goal will always be to have substantially less than the broad U.S. stock market.

In addition to the negative screens described above, investors who have an Impact allocation can customize it to include a specific goal, provided there are available funds that align with that goal. For example, in addition to (or in place of) funds focused on clean energy, an investor may be interested in adding exposure to companies whose products or services help address the United Nations Sustainable Development Goals or to companies that promote gender diversity.

Due to factors such as cost, liquidity or product availability, it may not be possible to solve for every unique goal an investor has. However, we are always willing and able to explore available avenues with our clients.


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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
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Financial Planning
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Financial Firm Comparison
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One Day In July in the Media
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One Day In July Careers
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SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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