After initially funding your account, our team typically begins portfolio construction within 1-2 business days after receiving your funds.
Note that we intentionally avoid trading during market open to protect your investments from the higher volatility that typically occurs during this period.
Once your portfolio is established, our team continuously monitors and manages it based on your investor profile. At minimum, all positions undergo quantitative evaluation monthly.
Additionally, we conduct scheduled rebalances twice yearly (June and December) to align with the underlying Paris-Aligned Climate Benchmark methodology. These semi-annual updates ensure your portfolio reflects the latest assessment of companies meeting or exceeding Paris Aligned Benchmark (PAB) requirements. Companies may be added or removed from the benchmark as their climate commitments and performance evolve, keeping your investments aligned with leading energy transition standards.
For more details about our investment approach, please review our investment methodology.