Past performance is no guarantee of future results. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States.
Material presented is based upon information that Appleseed Capital considers reliable and current. Appleseed Capital does not assure that this material is accurate or complete. Any opinions expressed on this website may change as subsequent conditions vary. Hyperlinks on this website are provided solely as a convenience. We disclaim any responsibility for unaffiliated third-party information, services or products linked to this website or referenced herein.
The Chartered financial Analyst (CFA) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations. To become a CFA charterholder candidates must pass each of the three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA charterholders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.
ESG (Environmental, Social and Governance) is a long-term investment strategy that considers environmental, social, and corporate governance. We seek to minimize potential downside risk through the analyses of material non-financial factors and implementation of both positive and negative ESG screening. Factors include environmental and sustainability reporting and transparency, regulatory, litigation and reputation risk, shareholder interests and brand integrity, board structure, accountability and executive compensation, and select negative screening.
About B Corp Certification
B Corporation is a certification that requires the completion of an impact assessment and receiving a score of at least 80 out of 200 points. Firms must also complete a legal requirement specific to their corporate structure and state of incorporation and sign the B Corp Declaration of Independents and Term Sheet. B Lap is a nonprofit organization that coordinates the B Corp certification. Appleseed Capital is not affiliated with B Lab. The firm pays a small annual membership fee to support the B Lab organization and its efforts to create a global movement of people using business as a force for good™. The certification is not indicative of future performance and is only one of many factors relevant in determining whether to retain an investment adviser. The certification may not be representative of any one client’s experience. Please contact the B Lab for further information about the B Corps.
Appleseed Capital is the impact investing arm of Pekin Hardy Strauss, Inc.