The SerenityShares Impact Index employs a passive methodology designed to measure the performance of a diversified portfolio of U.S-listed companies that operate in areas that address a variety of societal, social, and environmental challenges. The methodology employed by the SerenityShares Impact Index takes a solutions-first approach. We began by reviewing the literature base to identify what makes the world a better place to live in—the products and services that serve the common good, which improve society as a whole and the planet on which we live. The result was the identification of 6 pillars and 20 themes -- from clean water, renewable energy, and environmental stewardship to elder care, local health services, and community building,To learn more about these themes, click here
The SerenityShares Impact Index began live publication on 1 February 2017.
Data prior to this date was calculated via a backtest methodology performed using the constituents chosen during the 30 September 2016 rebalance. The performace was calculatedClick here for details
The following list represents the firm’s that meet the Index’s rules and methodology for inclusion during its most recent annual review in September.Click here for details
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