Name

Stance Capital

Legal name

Stance Capital, LLC

Website

https://stancecap.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

ESG Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industries

Sector/Thematic Equity (Active) (FSAAAIAG), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• ESG investment management
• Quantitative equity strategies
• Separately managed accounts
• Sustainable ETF products
• Values-based investing

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Management fees charged for separately managed accounts for institutions and high net worth individuals
2. ETF Management Fees: Annual management fees from Stance Equity ESG Large Cap Core ETF (STNC) listed on NYSE
3. Model Delivery Fees: Model delivery services across various investment platforms

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Stance Capital is a Boston-based Registered Investment Advisor that constructs U.S. public equity portfolios using a proprietary three-step quantitative ESG process: values alignment (excluding weapons, tobacco, and fossil fuels), machine learning-based security selection from fundamental and historical market data, and proprietary risk optimization. It delivers these strategies through separately managed accounts for institutions and high net worth individuals, an actively managed ETF (STNC) listed on NYSE, the Stance Sustainable Beta ETF, the Stance Sustainable Income strategy, and model delivery across third-party platforms.

Product overview

Stance Capital is a Registered Investment Advisor offering a suite of ESG-focused investment products. The core offering includes the Stance Equity ESG Large Cap Core ETF (STNC), which is an actively-managed quantitative ETF using proprietary machine learning models for security selection combined with values alignment screening. Additional products include the Stance Sustainable Beta ETF and Stance Sustainable Income strategy. The firm also offers separate managed accounts for institutions and high net worth individuals, and provides model delivery services across multiple platforms. All strategies employ a three-step investment process: values alignment (eliminating weapons, tobacco, fossil fuels), proprietary machine learning security selection, and risk optimization.

Differentiator

Problem solved

Functional benefit

Brands

• Stance Sustainable Beta ETF: An ETF product offering sustainable beta investment strategy.
• Stance ESG Large Cap Core
• Stance Sustainable Income

Products and services

• Stance Equity ESG Large Cap Core ETF (STNC) Actively-managed quantitative ETF that invests in U.S. large-cap companies with strong ESG sustainability factors, using a proprietary machine learning model for security selection combined with values alignment screening. Listed on the NYSE (STNC).
• Stance Sustainable Beta ETF Sustainable beta ETF offering exposure to companies with strong ESG metrics while maintaining beta characteristics similar to the broader market.
• Stance Sustainable Income Strategy Investment strategy focused on generating sustainable income while aligning investments with ESG principles and values-based criteria.
• Separately Managed Accounts Customized ESG-aligned equity portfolios delivered as separately managed accounts for institutional investors and high net worth individuals.
• Model Delivery Service Delivery of Stance Capital's proprietary ESG investment models across a range of third-party platforms for other advisors and financial institutions.
• Stance Sustainable Beta Strategy Quantitative ESG equity strategy that combines values alignment, machine learning security selection, and risk optimization to deliver sustainable beta exposure for institutional and high net worth clients.

Quantifiable outcome

• Q3 2024: 6.76% gross return vs 5.88% S&P 500 benchmark
• +4 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Red Gate AdviserscoreStrategic or Co-development Partner · 28 September 2020Red Gate Advisers (RGA) is a multi-boutique investment advisor that launched the Stance Equity ESG Large Cap Core ETF. Stance Capital serves as sub-advisor to the fund via a licensing agreement with Blue Tractor Group. RGA provides fund governance and compliance oversight while Stance manages the investment strategy.
• Blue Tractor GroupcoreTechnology or Integration · 28 September 2020Blue Tractor Group provides the Shielded Alpha ETF wrapper (patent pending) that enables active management within an ETF structure while protecting proprietary investment approaches. This wrapper allows Stance Capital to offer their ESG strategy in an ETF format.
• The RBB FundcoreImplementation/ SI/ Consulting Partner · 28 September 2020RBB Fund Inc. is the fund administrator for the Stance Equity ESG Large Cap Core ETF. They provide fund governance, servicing, and corporate governance as a turnkey solution, overseeing approximately $15 billion in assets.
• Climate Action 100+coreStrategic or Co-development PartnerBill Davis leads a shareholder engagement effort within Climate Action 100+, a collaborative effort between UNPRI and Ceres focused on improving corporate climate disclosure and action.
• CerescoreStrategic or Co-development PartnerBill Davis serves on the Board of Ceres, an organization working with investors and companies to build a sustainable global economy.
• Corporate KnightsminorStrategic or Co-development PartnerBill Davis participated as a panelist in Corporate Knights' Global Sick Leave 2020 report virtual roundtable, discussing paid sick leave policies and investor implications.
• Terra Alpha InvestmentsminorStrategic or Co-development PartnerJoint webinar hosting partnership where Stance Capital participated in a webinar with Terra Alpha Investments on real impact tracking in ESG investing.
• Real Impact TrackerminorStrategic or Co-development PartnerReal Impact Tracker rates social and environmental aspects of investments. Stance Capital is a Certified Community Member, having passed Real Impact's rigorous standards.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BlackRock (iShares ESG): Largest asset manager globally, with a deep lineup of iShares ESG ETFs and the largest stewardship/ESG platform. Sets the fee and distribution benchmark Stance competes against.
• MSCI ESG Research: Dominant ESG data and index provider whose ratings and ESG indices underpin much of the ESG investing ecosystem. Competes for institutional ESG mandates via index-based and data-driven solutions.

Emerging players

• Ethic: Tech-forward ESG wealth platform offering custom sustainable portfolios to advisors and HNWI. Overlaps on values-aligned custom portfolios and tech-enabled delivery, but serves wealth managers rather than institutions directly.

Direct peers

• Walden Asset Management: Boston-based ESG-focused RIA serving institutions and HNWI with sustainable equity strategies. Closely comparable boutique ESG manager in the same geography serving the same institutional/HNWI segments.
• Parametric Portfolio Associates: Direct-indexing and customized portfolio solutions provider serving institutions and intermediaries. Highly comparable on the customized SMA/model-delivery motion and custom ESG mandate execution.
• Green Century Funds: Boston-based ESG fund family using screens to exclude fossil fuels and other sectors while engaging companies. Comparable on the values-alignment exclusion approach (fossil fuels, tobacco) and Boston anchor.
• Trillium Asset Management: Boston-based, employee-owned RIA specializing in values-based, ESG-integrated public equity strategies for institutions and individuals. Most directly comparable to Stance on geography, client mix (institutions + HNWI), and values-aligned equity mandate.
• Impax Asset Management: Publicly-listed specialist asset manager focused entirely on sustainable investing across listed equities and private markets. Comparable on pure-play ESG focus, institutional client base, and breadth of ESG strategies.
• Parnassus Investments: San Francisco-based active manager running ESG-screened equity mutual funds and ETFs. Direct competitor for ESG-aware equity allocations with a comparable values-screen-plus-fundamental approach.
• Calvert Research and Management: Long-standing ESG asset manager (now part of Morgan Stanley Investment Management) offering active equity and fixed-income strategies with values-based screens. Comparable on quantitative ESG process, institutional client base, and ETF/mutual fund product set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/stancecap

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stance Capital