Illuminate

How are Illuminate Portfolios Built?

Illuminate portfolios are designed to align with the Paris-Aligned Benchmark, pairing the leading sustainable investment framework with voting for climate action across companies. We take on shareholder voting to advance sustainability-forward action across the companies you own.

What is the Paris-Aligned Benchmark?

The Paris-Aligned Benchmark (PAB) is a globally recognized framework that provides investors with the tools for pursuing a low-carbon sustainable investment strategy. It's designed for those who want to be at the forefront of limiting global warming to 1.5°C above pre-industrial levels.

Key Features of the Paris-Aligned Benchmark

  • Requires a 50% reduction in carbon intensity compared to the investable universe
  • Excludes companies involved in fossil fuels (coal at 1%+ revenue, oil at 10%+ revenue, natural gas at 50%+ revenue) and electricity producers with high greenhouse gas emissions
  • Requires at least 7% year-on-year carbon reduction, aligned with or exceeding the decarbonization trajectory of a 1.5°C scenario
  • Maintains a stronger ratio of green to brown investments (factor of 4) compared to the investable universe
  • Allocation increases are prioritized for companies that set science-based targets to avoid greenwashing
  • Excludes companies involved in controversial weapons and those that violate societal norms such as UN Global Compact Principles
  • Disqualifies companies from the portfolio after 2 consecutive years of misalignment with the required decarbonization trajectory

Illuminate portfolios are diversified across global regions including U.S., developed markets and emerging markets and we allocate our bond portion of the portfolio exclusively to Green Bonds. You can customize your portfolio with themes including Climate Technology, Women's Empowerment, Carbon Credits, Water Solutions, and Clean Energy, or just stick with the Core Portfolio.

We provide detailed reporting on sustainability metrics, including carbon emissions, implied temperature rise, exposure to climate-related physical risks, and more to help you understand your portfolio's progress.

Illuminate

Form ADV Part 2A

How can we help?

Privacy Policy

Terms of Use

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.