Investing for Positive Impact
Bionic ESG portfolios are designed to be sustainable and earth-friendly investment portfolios. They utilize a mix of securities from providers such as BlackRock, State Street, Vanguard, and others. We work to create optimal portfolios, then monitor them daily, and update them as necessary for you.
With Bionic ESG investing, you create a positive impact in order to meet your personal values and reach your financial goals.
Bionic ESG Investing
ESG investing meets criteria concerning environmental, social, and governance (ESG) issues within companies. Bionic ESG portfolios are created to help you succeed while also meeting your values.
The world evolves, and so must investing solutions. As new technologies and new sensibilities take hold, portfolios must adapt to new realities.
A diversified portfolio of ESG-oriented holdings may be a good choice to produce positive returns while upholding your personal values.
Earth-friendly and Sustainable
To us and to most scientists, climate change is real. By the numbers and by logic, it is sensible to believe that growth in economies and population affect the earth and its weather patterns.
The question for you is “how do you respond as an investor?” At Bionic Capital, we provide solutions to serve your preferences while focusing on protecting and growing your portfolio.
ESG versus SRI
According to the CFA Institute, ESG investing evolved from earlier standards around Socially Responsible Investing (SRI). The key differences include developments in investing and analysis to find value in ESG-worthy companies — not simply to support a set of values.
Click here to read more about ESG investing.
Bionic ESG Portfolios
Bionic ESG portfolios are comprised of ETFs and mutual funds that are rated as meeting ESG standards. Because there is no one commonly accepted ESG standard, we utilize a variety of sources to create our ESG portfolios.
The securities below comprise our Bionic ESG portfolios in amounts depending upon the appropriate allocations for you. Securities are changed as deemed appropriate and this website may not reflect those portfolio changes.
You will always be alerted as to any changes to your portfolios through your financial portal and/or email. Minimal cash amounts are held in order to maximize efficiency.
Bionic ESG Portfolio securities as of October 23, 2020
XLV – Health Care Select Sector SPDR Fund ETF
SUSC – iShares ESG USD Corporate Bond ETF
JPST – JPMorgan Ultra-Short Income ETF
NUMG – NuShares ESG Mid-Cap Growth ETF
SUSB – iShares ESG 1-5 Year USD Corporate Bond ETF
VMBS – Vanguard Mortgage-Backed Secs ETF
DSI – iShares MSCI KLD 400 Social ETF
ESGD – iShares MSCI EAFE ESG Select ETF
ESGE – iShares MSCI EM ESG Select ETF
ESGU – iShares MSCI USA ESG Optimized ETF
EAGG – iShares ESG US Aggregate Bond ETF
ACES – ALPS ETF Trust
Quickly and easily learn your suggested portfolio allocation. There is no cost or obligation, no contact information is required.
Bionic Capital - Disclaimer
This website is for informational purposes only. It is not a solicitation or recommendation for the purchase or sale of any security or financial product. Nothing on this site should be considered tax, legal, insurance, or investment advice.
We may only transact business in those jurisdictions where we are registered unless otherwise exempted. Communications with prospective clients residing in jurisdictions where Bionic Capital and its representatives are not registered shall be limited.
Currently, Bionic Capital LLC operates as a sole proprietorship owned by CEO Dean Erickson, CFA. From time to time, we have hired and will hire additional investment advisor representatives.
Decisions based on information on this website are the sole responsibility of the person viewing the site. You agree to hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
Discussion of Investing Risks
The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. The value of an investment may be affected by a variety of factors. These factors include economic and political developments, changing interest and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.
Potential clients should consider their investment objectives and constraints, among other things, before choosing to work with us. Some of our investment strategies are only appropriate for investors with long-term time horizons. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.
BIONIC® is a federally registered trademark owned by Bionic Capital LLC. It is registered for "Financial services, namely, investment advice, investment management, ..." and separately for "banking services." Please respect our trademarks and attribute appropriately.