Our experienced team
Our proven investment approach
Our commitment to
sustainability and impact
Carlcorp has been managing client portfolios since 2000, with sustainable investing since 2007. We have been driving innovation since day one by focusing on investment technology and values-based solutions.
With Carlcorp's diversified income strategy, clients can look forward to a brighter financial future, thanks to our automated investments portfolio balancing tools.
A responsive team of employee-owners, small enough to provide you with tailored solutions and large enough to innovate new strategies and help you reach your goals.
Our investment approach is based on the following five pillars:
Follow a stringent institutional approach that emphasizes consistent returns.
Quantitative approach enables systematic, data-driven decision making.
Clients benefit from solutions that combine the expertise of in-house and outsourced specialized teams.
Portfolios structured globally across different asset classes, sectors, and investment styles.
Go beyond diversification, manage risk, and create a portfolio that recalibrates to changing markets.
Our D.I.S is an investment approach that focuses on diversification of our investor’s assets, automatically allocating them across multiple sectors of investments to create a diversified portfolio that provides a non-stop balanced income and growth potential, while minimizing risk to the most minimal form.
Technology and software companies
Healthcare
Industrial Productions
Finance
Green Energy or Renewable Energy
Real Estate
Social media
Consumer goods, and utilities sector of investment.
The primary benefit of the D.I.S approach is to automatically identify potentially profitable investment opportunities while completely minimizing risk to our investor’s assets. The approach was strategically designed to maintain stability and sustainability.
The primary benefit of the D.I.S approach is to automatically identify potentially profitable investment opportunities while completely minimizing risk to our investor’s assets. The approach was strategically designed to maintain stability and sustainability.
Our team developed a very innovative tool to accurately optimize our investment approach, the D.I.S AI Bot.
The Carlcorp approach provides advisers with five critical drivers of success: control, transparency, consistency, flexibility and scalability.
Consistently applying a transparent, disciplined investment process.
Carlcorp offers performance-oriented impact investing across all four quadrants of sustainable investing. We are a one-stop shop with a full array of debt and equity offerings in both public and private markets. In addition to offering proprietary stock strategies, we partner selectively with sustainable investing specialists who complement our capabilities. In this way, we offer clients diversified access across a full range of socially responsible investing opportunities.
Creating a sustainable investment portfolio is a multi-dimensional process. At the core level, we view opportunities through an ESG investing (Environmental, Social, & Governance) lens, refining the portfolio to invest in companies managing ESG risks and opportunities well relative to peers.
Inherent in doing so, we avoid/divest from companies whose products and services are harmful to people and the planet — think tobacco, weapons or fossil fuels.
Next, we seek to invest in companies whose products and services offer solutions to our greatest sustainability challenges — think renewable energy and sustainable agriculture.
Finally, we engage with our portfolio companies to improve their ESG performance in service of better investment outcomes.
We invest in companies that promote Healthy Communities, Economic Opportunity, and Environmental Sustainability. In doing this, we are guided by the United Nation's 17 Sustainable Development Goals (SDG's).
Join the growing number of investors who align their money with their values.
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