Beyond Investing
Beyond Investing is a registered investment adviser founded in 2017 that creates and licenses vegan and climate-conscious equity indexes, distributed through third-party ETFs, structured certificates, and advisory services for ethically motivated retail and pension investors.
- Company typePrivate
- Founded2017
- HeadquartersGlendora, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Beyond Investing does
Beyond Investing is a registered investment adviser founded in 2017 that develops vegan and climate-conscious investment products for ethically motivated investors. The firm maintains a portfolio of five proprietary stock indexes — US Vegan Climate Index (VEGAN, launched June 2018), Europe Vegan Climate Index (VEGANE, May/June 2021), Global Vegan Climate Index (VEGANO, December 2021), International Vegan Climate Index (VEGANX, June 2022), and Vegan World Index (June 2021) — each registered as a trademark. The indexes are rules-based and screen out companies engaged in animal exploitation, defense, human rights abuses, fossil fuel extraction, and environmentally damaging activities; the Vegan World Index additionally uses a thematic mid-cap selection approach ranking companies by 1/3/5-year sales growth.
The core technology is a proprietary screening methodology combined with a mid-cap replacement strategy that preserves sector balance while maintaining ethical exclusion criteria. Index calculation is outsourced to independent third parties (Solactive AG for the US and International indexes; Impact-Cubed for the Vegan World Index). The business model combines index licensing royalties to third-party ETF providers and structured product issuers (US Vegan Climate ETF distributed via veganetf.com; Vegan World Index Certificate via SIX Structured Products and Leonteq), recurring advisory fees for balanced pension portfolios and actively managed ESG products, and impact venture capital exposure through the affiliated Beyond Impact Advisors. The firm is privately held and founder-controlled, operating through Beyond Investing LLC (Delaware) and Beyond Advisors IC (Jersey). Senior leadership — Claire Smith (CEO, Geneva), Larry Abele (CIO, Jersey), and Lee Coates OBE (Head of Ethical Screening, Cheltenham) — combines alternatives advisory, quantitative portfolio management, and 36 years of ethical investment experience respectively.
Beyond Investing firmographics
Firmographics- Name
- Beyond Investing
- Legal name
- Beyond Investing LLC
- Website
- https://beyondinvesting.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Beyond Investing is a registered investment adviser founded in 2017 that creates and licenses vegan and climate-conscious equity indexes, distributed through third-party ETFs, structured certificates, and advisory services for ethically motivated retail and pension investors.
- Ownership category
- akta.pro rank
Beyond Investing industry classification
Industry- Product category
- Ethical Investment Indexes
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- ESG Indexing & ESG ETFs (Rules-Based ESG Benchmarks and Passive Products) (FSAAALAE)
- akta.pro secondary industries
- ESG/Sustainable & Thematic Digital Investing Platforms (FSAGAEAK), Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB), Screening & Exclusions (Negative Screens, Norms-Based, Values-Based) (FSAAALAL), ESG/SRI & Climate ETFs (FSAAAFAJ)
Keywords
Where Beyond Investing is headquartered
LocationHeadquarters
- HQ city
- Glendora
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Beyond Investing business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Index Licensing: Beyond Investing creates and licenses vegan climate indexes to ETF providers and structured product issuers. The US Vegan Climate Index is featured as a publicly available ETF.
- Investment Advisory Services: Registered investment adviser providing advisory services for balanced portfolios and ESG products for individual investors and pension plans.
- Actively Managed ESG Products: Management fees from actively managed ESG products that incorporate additional social and governance aspects and risk premia tilts.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Beyond Investing product offering
Product offeringCore offering
Beyond Investing creates and licenses a family of five proprietary vegan and climate-conscious stock indexes (US, Europe, Global, International, and Vegan World) that screen out animal exploitation, defense, fossil fuels, human rights abuses and environmentally damaging activities. These indexes are commercialized through licensed ETFs, structured certificates issued via SIX Structured Products, actively managed ESG portfolios, balanced portfolios for individual pension plans, and impact venture capital portfolios managed by Beyond Impact Advisors.
Product overview
Beyond Investing is a platform offering a suite of vegan and climate-conscious investment products centered around five proprietary stock indexes: the US Vegan Climate Index (VEGAN), Europe Vegan Climate Index (VEGANE), Global Vegan Climate Index (VEGANO), International Vegan Climate Index (VEGANX), and the Vegan World Index. These indexes exclude companies engaged in animal exploitation, defense, human rights abuses, fossil fuels extraction and energy production. The products are made accessible through multiple vehicles including ETFs (US Vegan Climate ETF), structured certificates (Vegan World Index Certificate), actively managed ESG products, balanced portfolios for pension plans, and impact venture capital portfolios targeting plant-based and cruelty-free businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- US Vegan Climate Index (VEGAN) Passive rules-based index of U.S. mainly large cap stocks screened according to vegan and climate-conscious principles. Excludes companies engaged in animal exploitation, defense, human rights abuses, fossil fuels extraction and energy production, and other environmentally damaging activities. Benchmarked against the S&P500.
- Europe Vegan Climate Index (VEGANE) Passive rules-based index of European large and mid cap stocks screened according to vegan and climate-conscious principles. Ticker: .VEGANE. Benchmarked against the SEULMC Index.
- Vegan World Index Vegan stock index that first applies vegan and climate screens and then proactively selects companies whose activities contribute the most towards achievement of a world free from animal exploitation, providing thematic exposure to small/mid-cap plant-based and cruelty-free businesses ranked by 1/3/5-year sales growth with quarterly rebalancing.
- Global Vegan Climate Index (VEGANO) Passive rules-based index of Global large and mid cap stocks screened according to vegan and climate-conscious principles. Ticker: .VEGANO. Benchmarked against the SDMLMCUP Index.
- International Vegan Climate Index (VEGANX) Passive rules-based index of Global (excluding US) large and mid cap stocks screened according to vegan and climate-conscious principles. Ticker: .VEGANX. Benchmarked against the SXULMCU Index.
- US Vegan Climate ETF Publicly available ETF providing exposure to the US Vegan Climate Index, enabling individual investors to access animal-free and ESG investment portfolios through a third-party ETF issuer's platform.
- Vegan World Index Certificate Structured product (tracker certificate, ISIN: CH1134499073) providing exposure to the Vegan World Index, issued via SIX Structured Products and Leonteq and available to retail and institutional investors.
- Actively Managed ESG Products Actively managed ESG products offered by Beyond Investing that incorporate additional social and governance aspects and/or risk premia tilts beyond the passive index offerings.
- Balanced Portfolios for Pension Plans Balanced portfolios incorporating animal-free and ESG criteria across equity and bond portfolios for individual pension plans, delivered with personalized phone support.
- Impact Venture Capital Portfolios Impact venture capital portfolios managed through Beyond Impact Advisors that invest in plant-based, animal-replacing and cruelty-free businesses to accelerate the transition to a compassionate world.
Quantifiable outcome
- 13,000-30,000 animals 'spared' per $1 million invested for one year depending on the index
- +4 more outcomes
Companies that use Beyond Investing
Customer profileSegments2 records
Ideal customer profiles2 records
Beyond Investing technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Beyond Investing partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- Solactive AGcoreSolactive AG serves as the calculation agent for the US Vegan Climate Index and International Vegan Climate Index, providing independent index calculation services.
- Impact-CubedcoreImpact-Cubed serves as the calculation agent for the Vegan World Index, providing independent index calculation and impact measurement services.
- SIX Structured ProductscoreSIX Structured Products issues and distributes the Vegan World Index Certificate (ISIN: CH1134499073), making the index accessible to investors through the Swiss exchange infrastructure.
- US Vegan Climate ETF ProvidercoreThird-party ETF provider that issues and distributes the US Vegan Climate ETF (veganetf.com), making the index accessible to retail and institutional investors.
- LeonteqcoreLeonteq issues the Vegan World Index Certificate through their structured products platform, providing distribution infrastructure for the index product.
Scale indicators17 records
Recent moves6 records
Expansion highlights4 records
Beyond Investing competitors and assessment
Company assessmentDirect peers
- Parnassus Investments: US asset manager specializing in ESG/sustainable equity funds (e.g., Parnassus Core Equity, Parnassus Mid Cap). Comparable to Beyond Investing in offering values-aligned, screening-driven public-market portfolios, though at much larger AUM.
- Trillium Asset Management: Independent ESG-focused asset manager offering screened equity and fixed income strategies. Comparable to Beyond Investing in size, mission, and approach to values-aligned public market investing.
- Domini Impact Investments: Long-standing impact investment manager (Domini Impact Equity Fund) applying rigorous social and environmental screens with measurable impact reporting. Closely comparable in mission, screening ethos, and impact-metric positioning.
- Solactive AG: German index provider that calculates multiple Beyond Investing indexes (US and International Vegan Climate Index). Directly comparable as a rules-based index issuer with ESG/thematic capabilities serving ETF and structured product clients.
- Calvert Research and Management: Pioneer of responsible investing with a broad lineup of ESG-screened funds. Highly comparable mission (excluding harmful industries, sustainable outcomes) and operates a similar values-aligned active and index-based product shelf.
Broad incumbents
- MSCI: Global index and ESG data incumbent with MSCI ESG Screened, MSCI Sustainability indices, and Climate Paris-Aligned benchmarks. Competes for the same allocator mindshare and ETF licensing opportunities as Beyond Investing but at vastly larger scale.
- S&P Dow Jones Indices: Operates the S&P 500 ESG Index and thematic/climate index families that compete for the same ESG mandates. A natural comparator for any rules-based ESG index licensing business.
- Generation Investment Management: Sustainable investment manager founded on the premise that long-term ESG integration drives returns. Represents the larger, institutional-tier analogous firm to Beyond Investing's sustainable public-market approach.
- FTSE Russell: Owner of the FTSE4Good and Russell ESG index families. Comparable to Beyond Investing as a large-scale ESG and sustainability index provider with global distribution.
Emerging players
- Clarity AI: Tech-enabled ESG analytics and impact measurement platform serving asset managers and issuers. Comparable as an emerging infrastructure layer for ESG/sustainability screening and reporting, alongside Beyond Investing's use of Impact-Cubed.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Beyond Investing social profiles
Digital presenceBeyond Investing financial estimates
Financial estimateRevenue estimate
Valuation estimate
Beyond Investing leadership team
Management profileNumber of profiles
Profiles3 records
Beyond Investing funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Beyond Investing M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Beyond Investing
What does Beyond Investing do?
Beyond Investing creates and licenses a family of five proprietary vegan and climate-conscious stock indexes (US, Europe, Global, International, and Vegan World) that screen out animal exploitation, defense, fossil fuels, human rights abuses and environmentally damaging activities. These indexes are commercialized through licensed ETFs, structured certificates issued via SIX Structured Products, actively managed ESG portfolios, balanced portfolios for individual pension plans, and impact venture capital portfolios managed by Beyond Impact Advisors.
Is Beyond Investing a public or private company?
Beyond Investing is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Beyond Investing founded?
Beyond Investing was founded in 2017. It employs 1 to 10 people.
Where is Beyond Investing based?
Beyond Investing is headquartered in Glendora, United States, in the North America region.
How does Beyond Investing make money?
Three revenue lines are on record. Index Licensing is the primary driver. The others are investment Advisory Services and actively Managed ESG Products.
Who are Beyond Investing's main competitors?
Direct peers on record are Parnassus Investments, Trillium Asset Management, Domini Impact Investments, Solactive AG and Calvert Research and Management. Broad incumbents are MSCI, S&P Dow Jones Indices, Generation Investment Management and FTSE Russell. Clarity AI is listed as an emerging player.
Does Beyond Investing have an API?
No public API is recorded for Beyond Investing.
What industry is Beyond Investing in?
Beyond Investing's product category is Ethical Investment Indexes. Its primary akta.pro industry code is FSAAALAE, ESG Indexing & ESG ETFs (Rules-Based ESG Benchmarks and Passive Products), with a secondary code of FSAGAEAK, ESG/Sustainable & Thematic Digital Investing Platforms. Its NAICS code is 523940 and its SIC code is 6282.