Sandpiper Capital – Philosophy

There’s No Excuse For Public Companies Not To Follow

BEST PRACTICES

Responsible corporate boards adopt policies that are responsive to BOTH shareholder and community interests. Policies that promote Gender Equity, Fair Pay/Equal Opportunity, Sustainability and Reduced Carbon Impact are corporate obligations that too often are forgotten or ignored. There are companies that have adopted policies that are responsive to broader social values and we know who they are.

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Index Returns

We’ve created investable indexes for each Best Practice. You can own a portfolio made up of every* company that has board mandated policies that target each of four different priorities – Gender Equity, Fair Pay/Equal Opportunity, Sustainability and Reduced Carbon Impact.

We use Treasuries and a focused growth portfolio to tailor your account's risk to preset levels

Each Best Practice stock index is complemented by a Treasury portfolio for safety as well as a Focused Growth portfolio for added return potential. The allocations are determined by your circumstances and preferences as well as current economic conditions.

Simple and Efficient Portfolio Management.

Each index is made up of every exchange traded U.S. company in the Sandpiper universe that follows the relevant Best Practice. Updates occur at year end as new annual disclosures become available.