What is Newday’s Investment Approach?
Newday has been on a mission since 2017 to deliver optimal outcomes for values-oriented investors. The core idea? Where money flows in the economy, change happens. Investing with Newday means aligning your capital with the positive actions and effects you want to see in the world. Their portfolios are backed by measurable, repeatable, and scalable analysis processes designed to deliver results with transparency—something every investor deserves. Plus, their unique company structure channels revenues from investment account management into impactful work with over 50 mission-aligned nonprofit partners through Causeway. This partnership not only amplifies real-world impact but also enriches Newday’s investment insights by learning alongside these nonprofits.
Main Benefits of Investing with Newday
Here’s why Newday stands out:
- Since 2017, a relentless focus on values-driven investing
- Partnership with 50+ mission-aligned nonprofits via Causeway
- Use of a patented S.E.E. methodology analyzing 70 KPIs across 6,500 companies
- Combines financial and societal returns for a holistic investment approach
- Quarterly disciplined rebalancing to keep portfolios aligned with current data
- Transparency and human-centered communication at every step
The S.E.E. Methodology: A Closer Look
Newday’s proprietary S.E.E. process is where the magic happens. It stands for Stakeholder, Environmental, and Ethics considerations. This method dives deep into corporate policies and actions across human capital management, environmental stewardship, and corporate ethics. By reviewing 6,500 companies on 70 unique key performance indicators, Newday ranks them peer-to-peer and narrows down to the top performers in each sector. It’s a rigorous way to ensure only the best companies make the cut for further analysis.
Fundamental Analysis and Portfolio Construction
Once the S.E.E. analysis identifies the top quartile companies, Newday doesn’t stop there. These companies are then evaluated against traditional fundamental metrics—think balance sheet strength, competitive position, and financial ratios like price-to-book, price-to-sales, and price-to-earnings growth. After this, a custom algorithm and Monte Carlo Analysis come into play to size positions and determine sector tilts, creating an optimized risk-adjusted portfolio. It’s a blend of cutting-edge quantitative methods and thoughtful qualitative insight.
Disciplined Rebalancing for Optimal Results
Markets change, companies evolve, and so do investment opportunities. Newday understands this, which is why they rebalance client accounts quarterly. This disciplined approach ensures that the latest company information and broader market conditions are always factored into each client’s holdings. It’s about staying nimble and responsive, keeping portfolios aligned with both financial and impact goals.
Project Impact and Alignment with Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 15: Life on Land (Biodiversity)
- SDG 17: Partnerships for the Goals
Connecting Transparency, Purpose, and Impact
Newday’s approach isn’t just about numbers—it’s about stories and community. Through Causeway, they help nonprofit partners share their impact stories, building a community that learns and grows together. This creates a direct, tangible impact on the world and feeds back into Newday’s investment process with material factors that matter. It’s investing with transparency and purpose, making sure that every dollar invested is a step toward a better future.
