At SerenityShares, we believe it is possible to achieve a market return or better while investing in a manner consistent with your values. Changing demographics and a growing desire by many people to invest while making a difference are driving assets toward impact investing. Our proprietary, rules-based (passive) methodology, identifies companies whose products and services target 20 societal and environmental challenges and forms the basis for a sector-diversified, core US-equity portfolio. Using the benefits of exchange traded funds (ETFs), SerenityShares is an innovator that seeks to democratize public equity investing in impact and offer portfolios that solve problems and meet the needs of investors.
A Pure Focus on Impact
Our sole focus is on delivering portfolio solutions for investors seeking to invest for a return while making a difference.
We chose an exchange traded fund (ETF) solution to make sure that everyone who wants to invest in a better future could.
Transparent, Easily-Explained Philosophy
The SerenityShares impact methodology was designed so that institutions and advisors could easily explain to clients and/or their boards exactly what the portfolio holds and why they were chosen. Focusing on a challenge to overcome, such as elder care, versus a rating figure enables people to more easily form a connection and understand what the fund does.
Employing ESG in Proxy Voting
Making the companies we invest in better is of high importance. When SerenityShares votes its proxy, it evaluates environmental, social, and governance factors before voting.
About the Firm
Founded in 2016, SerenityShares Investments LLC (SSI) is a Washington-DC based registered investment advisor that serves as the sponsor to SerenityShares ETFs. Utilizing world-class financial sector partners, the SSI team is led by Scott Sacknoff, an ETF veteran with more than a decade of experience designing and managing indexes; Kathleen Neumann, the former president of TAMRO Capital Partners, a $2.5 billion (at peak) fund manager; and Robert Tull, who has launched hundreds of ETFs around the world and holds several issued and pending ETF patents.