Carbon Collective Investing LLC Unclaimed

Diversify 401(k) investments around climate risk using ClimateSmart Target Date Funds.

Invest in climate solutions through a dedicated ETF for sustainable growth.

Provides climate-aligned fixed income with shorter duration for better interest rate management.

Tailored endowment management for nonprofits focused on climate solutions.

Manage nonprofit cash reserves with sustainable investment strategies for optimal returns.

Streamline fiduciary responsibilities with user-friendly, compliant software for efficient plan management.

Receive personalized 401(k) support with potential cost savings and independent oversight.

Advisory and plan management for employer-sponsored 401(k) plans, including fiduciary oversight, plan design, participant guidance, cost management, and target-date investment options.

Endowment and cash-reserve management tailored to nonprofit organizations, combining climate-aligned portfolios, goal alignment, and custom bond strategies.

Public equity strategies and ETFs that provide exposure to U.S. companies delivering climate solutions and climate-transition thematic equity allocations.

Fixed-income products and portfolios focused on green bonds and short-duration strategies to provide climate-aligned income and manage interest-rate risk.

Compliance, governance, and audit-ready recordkeeping for fiduciaries and plan sponsors to support ERISA compliance, regular investment reviews, and documentation exports for audits.

ClimateSmart Target Date Funds

ClimateSmart Target Date Funds are climate-focused 401(k) target-date options designed to diversify around climate risk and opportunity. They divest from oil and fossil-fuel dependent sectors, reinvest into climate solutions, broadly hold the rest of the global stock market, and balance stocks with green and government bonds. The funds are offered via a Collective Investment Trust (CIT) structure in partnership with Benefit Trust for use in 401(k) plans.

• Facilitates 401(k) Access
  The CIT structure simplifies the integration of ClimateSmart funds into employers' 401(k) plans.
• Reduce Fossil Fuel Risks
  Minimizes exposure to sectors at risk from the transition to a low-carbon economy.
• Invest in Innovative Solutions
  Funds are directed toward companies and technologies that are advancing climate-friendly initiatives.
• Flexible Investment Horizons
  Allows investors to select funds aligned with their retirement timelines.
• Diversify Across Asset Classes
  Achieve balanced exposure to traditional and climate-focused investments.

US Climate Solutions ETF

The US Climate Solutions ETF provides exposure to climate-focused U.S. equities, enabling investors to participate in the climate transition within a dedicated ETF vehicle that complements other climate-focused holdings.

• Access Climate-Focused Companies
  Investors gain exposure to U.S. companies committed to addressing climate challenges, supporting sustainable innovation.
• Target U.S. Climate Innovators
  Focusing on companies that lead in climate technologies, providing tailored investment opportunities.
• Capitalize on Climate Transition
  Investors benefit from the increasing market demand for sustainable and eco-friendly solutions.
• Enhance Investment Diversity
  Complements existing sustainable investments, enabling a well-rounded climate-focused investment strategy.

Short Duration Green Bond ETF

The Short Duration Green Bond ETF provides exposure to green bonds with a shorter duration profile, offering climate-aligned fixed income and diversification within investors’ portfolios.

• Invests In Sustainable Projects
  This ETF focuses on bonds specifically used to finance environmentally friendly projects, enhancing the impact of investments.
• Reduces Interest Rate Sensitivity
  By focusing on short-duration bonds, this ETF helps mitigate the risks associated with rising interest rates while still providing fixed-income returns.
• Enhances Portfolio Diversification
  Incorporating green bonds into investment strategies allows for better risk management and alignment with sustainable investing goals.

ClimateSmart Endowment

Endowment management service for nonprofit organizations, offering tailored portfolios including custom bond portfolios via Artesian Investing, aligned to organizational goals and long-term stability.

• Create Custom Bond Portfolios
  Offering specialized bond portfolios that meet unique financial requirements and support sustainability.
• Align Goals With Investment Strategy
  Each investment strategy is customized to ensure it aligns with the long-term objectives and ethical considerations of the organization.
• Manage Nonprofit Endowments Effectively
  Providing comprehensive management services that focus on enhancing the long-term sustainability and financial health of nonprofit endowments.
• Avoid Fossil Fuel Investments
  Reducing exposure to fossil fuel-related financial risks while promoting climate-positive investment options.
• Adopt Climate-Focused Investment Approach
  Targeting investments in renewable energy and other climate solutions to support the transition to a sustainable future.

ClimateSmart Cash Management

Cash management for nonprofit organizations, balancing money market yields with green bonds and bundling with 401(k) service for discounts; larger accounts can pursue customized bond portfolios with Artesian Investing.

• Manage Nonprofit Cash Efficiently
  Utilizes investment strategies that enhance cash reserves while addressing climate change.
• Invest in Custom Bond Portfolios
  Tailored bond strategies designed to enhance returns while supporting climate initiatives.
• Unlock Additional Discounts
  Combining services can lead to significant cost savings for organizations.
• Achieve Climate-Aligned Returns
  Optimizing returns through investments that align with sustainability goals.

Fiduciary 2.0 Software

Fiduciary 2.0 software is a free platform to build and maintain immutable records for fiduciary oversight, enabling regular investment reviews and easy export of records for audits and plan health monitoring.

• Facilitates Easy Audit Processes
  Streamline your audit preparations with one-click export of all necessary records, ensuring compliance and reducing stress during audits.
• Ensures Record Integrity
  Guarantees the accuracy and reliability of all fiduciary records, essential for maintaining compliance and transparency.
• Enhances Plan Oversight
  Continuously track your plan's health and service provider performance, ensuring proactive management and decision-making.
• Reduces Financial Barriers
  Access comprehensive fiduciary management tools without any cost, ensuring all organizations can meet their fiduciary obligations.
• Streamlines Compliance
  Simplify your compliance process with a single actionable task each quarter, making fiduciary responsibilities more manageable.

Better Together 401(k) Program

Better Together 401(k) Program provides 401(k) advisory services as part of a collaborative offering, featuring real human support, independent fiduciary oversight, and potential cost savings compared with traditional providers.

• Engage Expert Advisors
  Connect with dedicated advisors who provide tailored guidance throughout your 401(k) management.
• Ensure Compliance and Accountability
  Rest easy knowing that your plan is managed under independent fiduciary standards to protect participants' interests.
• Get Personalized Assistance
  Receive hands-on support from knowledgeable advisors, ensuring smooth transitions and effective onboarding.
• Save on Advisory Fees
  Reduce fees compared to standard advisory offerings, benefiting your bottom line.
• Simplify Compliance Tasks
  Easily maintain records and documentation to stay audit-ready with minimal effort.