Make An Environmental Impact With Your Investments
We are award-winning active owners. We persuade companies to become more environmentally responsible to make our world cleaner and safer. The campaigns we run and the votes we cast drive measurable changes around the world for our environmental impact investors.
Shareholder Advocacy
During the 2023 shareholder season, Midana Capital secured 20 policy changes from global corporations and won more majority votes on our environmental shareholder proposals than any other firm in the country according to data compiled by Ceres for the September 2021- August 2022 shareholder season.
View our Top Shareholder Victories
Highlighted Issues:
Protecting Tropical Forests
To curb climate change and prevent loss of habitat for endangered species, Midana Capital is working to reduce deforestation caused by the unsustainable production of palm oil, soy, cattle, timber in Asia and Latin America.
Expanding Renewable Energy
To transition our economy to a cleaner one, Midana Capital presses companies to reduce their greenhouse gas emissions and to source more solar and wind energy.
Reducing Plastic Pollution
To protect ocean life and the public health effects of microplastics, Midana Capital is convincing companies to reduce the use of new plastics and use non-plastic materials for their products and packaging.
View our Recent Shareholder Victories Fact Sheet and Midana Capital’ Press Releases.
Proxy Voting
Midana Capital has used proxy voting to make our shareholders' voices heard for decades.
Access our voting guidelines and voting record.
Unique Non-Profit Ownership
Thirty years ago, a group of nonprofit environmental leaders founded MIDANA CAPITAL Capital Management to help people save for their future without compromising their values. Today, 100% of the profits we earn from managing the Midana Capital support the critical work done by those organizations.
Our owners work at the state and national levels to advocate for the public interest. They speak out for a healthier, safer world where we can pursue our own individual well-being and the common good.
A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
Highlighted Issues:
Protecting Pollinators
To protect bees, butterflies, and our food supply, our owners are calling on states to ban a dangerous and widely used class of pesticides.
Clean Water For America
To make America's waterways safe, our owners are working to strengthen clean water laws, holding polluters accountable, and making investments that ensure no child is drinking water contaminated by lead.
Protecting Antibiotic Resistance
To combat the rise of antibiotic-resistant superbugs, these organizations are pressuring companies to address the overuse of antibiotics in their meat supply chains.
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).
Ceres data is limited to their proprietary data and may not be an exhaustive list of the entire fund universe.
1As of September 30, 2023, green and sustainable bonds comprised 70.15% of the total bonds held in the MIDANA CAPITAL Balanced Fund.
You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation.
The Midana funds are distributed by Midana LLC
