Climate-friendly investing for the planet and your wallet.
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Overview
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SECTION 1
Why most retirement funds aren’t good for you or the planet.
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SECTION 2
What climate-friendly investing really is.
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SECTION 3
What you can do right now personally and at work to move $1T out of fossil fuels.
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Conclusion
Ready to align your investments with your values?
Invest in what you believe in and in what performs.
Already use one of these?
Invest via a broker instead.
We’re available on most platforms. Search for the Sphere 500 Climate Fund wherever you invest.
Make a massive impact at your company.
If you have a 401(k) or 403(b) through your employer, your HR team is in charge of which options are available to you. Ask them to add Sphere to your retirement plan (and rally your coworkers to do the same!).
The average person has over $6,000 invested in fossil fuels, but when you combine your savings with those of your colleagues, you could move millions.
Email HR
Your Human Resources manager is one of the main decision makers for choosing which 401(k) options are available. Get the ball rolling by emailing them now. Here’s an example email to get you started:
Subject: Climate option in our 401(k)
Dear Benefits Manager,
Can we please add a climate-friendly investment option to our 401(k) line-up? I'd like an option to invest our retirement savings without investing in fossil fuel companies, and to have the shares I own voted for a positive climate future. The inclusion of fossil fuel companies in our current plan options adds unnecessary risk and volatility.
In particular, I believe the Sphere 500 Climate Fund (SPFFX) is an affordable option that avoids fossil fuels and major contributors to deforestation. When the ~410 companies it invests in have shareholder votes related to climate change, the fund votes in the long-term economic best interest of shareholders, which aligns with taking climate action.
Best,
Before investing in the Sphere 500 Climate Fund (“the Sphere 500”), carefully consider the fund’s investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, please visit https://oursphere.org/fund or talk to your financial advisor. Read it carefully before investing. The Fund is distributed by Ultimus Fund Distributors, LLC.
As with all investments, there are risks involved with investing in the Sphere 500. Climate Investing Consideration Risk-Considerations related to climate risk, such as environmental criteria (e.g., fossil fuel screens), applied to the Index’s construction may limit the number of investment opportunities available to the Fund, and as a result, at times, the Fund may underperform funds that are not subject to similar investment restrictions. For example, the Index may exclude certain securities due to climate-focused considerations when other investment considerations would suggest that investing in such securities would be advantageous. The Fund may also underperform funds that invest in the energy and utilities sectors, particularly in times of rising oil, gas and energy prices. Other risks include, but are not limited to general market risk, small fund risk, large cap risk, common stock risk, sector risk, industry concentration risk, passive investment risk, index calculation risk, limited operating history risk, cybersecurity risk, tracking error risk, operation risk, and third-party data risks as it relates to the composition of the Index. For a detailed explanation of the risks associated with the Sphere 500 and the underlying Index, please read the prospectus.
Let us help you
Book a time to talk with someone from our team to learn more. We have many years of experience in this and have seen this process work.
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