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The Heart and Brains of a Swell Impact Portfolio

Here’s a look at what it takes to make the cut.

The portfolio curation process is a labor of love here at Swell. It’s a chance for our portfolio management team to delve into the financial markets and surface companies that are making a positive impact in the world. As we prepare for each quarterly rebalance, Swell is uncompromisingly selective. We take a vast number of investable companies and whittle them down using our proprietary Engaged Impact Criteria. Here are the numbers behind the process.

Topics: By The Numbers

Dave Fanger, CEO & Founder

Dave Fanger, CEO & Founder

CHECK OUT OUR PORTFOLIO PERFORMANCE TO DATE

Sources 

 Disclosure can be found in the footer below. 

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