Introduction to the Changebridge Investment Process

Changebridge's approach to Sustainable Investing

Changebridge's approach to Alternative Investing

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THE CHANGEBRIDGE APPROACH

OUR CORE BELIEFS DRIVE BOTH OUR INVESTMENT PROCESS AND RELATIONSHIP WITH INVESTORS

Transparency

Efficiency

Sustainability

Conviction

INVESTMENT PROCESS

CHANGEBRIDGE COMBINES QUANTITATIVE TOOLS, FUNDAMENTAL RESEARCH, AND SUSTAINABILITY CONSIDERATIONS TO DESIGN MODERN PORTFOLIOS.

Investment Universe
There are more than 4,000 investible equities on U.S. exchanges to choose from. Quantitative Screening
We utilize large datasets and factor analysis to narrow the investment universe to the areas of greatest inefficiency. Quantitative screening reduces behavioral biases and focuses our research efforts. Fundamental Research
Bottom-up security analysis facilitates our understanding of each business, confers conviction, and establishes our intrinsic valuation framework. Sustainability
Our consideration for sustainability is integrated throughout the research process. Quantitative tools provide insights into environmental, social and governance factors. Fundamental research would be incomplete without a consideration for how companies interact with all their stakeholders. Portfolio
Our portfolios are focused on the highest conviction ideas and are intended to deliver alpha.

ACTIVE ETF's

CHANGEBRIDGE COMBINES THE BENEFITS OF THE ETF STRUCTURE WITH ACTIVE PORTFOLIO MANAGEMENT