Beyond Investing

Information

Beyond Investing is US-based registered investment advisor owned by three experienced investment professionals who follow a vegan lifestyle:

CEO Claire Smith who has 35 years’ experience working in the finance
industry at UBS and as a partner at Albourne in areas including derivatives and
hedge fund research;

Lee Coates, OBE, of UK financial advisor Ethical Investors and founder of Cruelty Free Super in Australia; and

Larry Abele, founder of Auriel Investors, an FCA-regulated asset management firm in London with a strong track record in impact investment leadership, most recently recognized with a United Nations-supported Principles for Responsible Investment (PRI) Award nomination for its ESG research contribution with Impact-Cubed.

Debra Bouton, an animal activist and former private wealth manager at Morgan Stanley, is heading US sales of the US Vegan Climate ETF (VEGN)

VEGN was created with the aim of promoting the development of vegan investment products for the masses. For more details and important disclosures, please visit www.veganetf.com

Social media

Contact details

+1 844 329 9300
info@beyondinvesting.com
www.beyondinvesting.com

Documents & Links

US Vegan Climate ETF factsheet 30 June 2020Factsheet for US Vegan Climate ETF (VEGN) including summary description, top holdings, performance data and impact metrics as at 30 June 2020
Investment sector must focus on its own diversity, Raconteur reportsArticle published by Raconteur on August 9th, 2020. As a firm entirely staffed by vegans, Beyond Investing "walks the walk" when it comes to ethical investing.
The World’s First Vegan Fund Turns One. Are Vegan Stocks a Good Investment?Article by The Beet published on September 20th, 2020.
VEGN in the News Press Coverage of the US Vegan Climate ETF
MarketWatch review of the first year of trading of the US Vegan Climate ETFArticle by MarketWatch published 14 September 2020
Combatting Animal Exploitation - the next frontier in sustainable investingIn this video, Claire Smith describes how animal exploitation is undermining the achievment of many of the United Nations Sustainable Development Goals.
US Vegan Climate Index factsheet 31 August 2020US Vegan Climate Index factsheet with summary description, top holdings, live performance history (to 6 June 2018) as at 31st August 2020.
US Vegan Climate Index impact metrics report from Impact-CubedImpact metrics of the US Vegan Climate Index according to environmental, social and governance criteria and mapped to United Nations SDG's by Impact-Cubed
Review of US Vegan Climate ETF on its one-year anniversary since launch Review of first year of trading of US Vegan Climate ETF including market factors affecting performance, attribution, impact metrics, engagement with companies.
Watch Claire Smith's webinar with top financial services networking organisationClaire Smith joins FS Club to discuss the intention to help companies that provides kinder, cleaner & healthier products grow and to benefit humans and nature.

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