Portfolio 21 is managed by Portfolio 21 Investments, a pioneer in the field of environmental investing since 1982.
Portfolio 21 is available in two share classes on many investment platforms:
- PORTX: Retail, available with a $5,000 minimum investment
- PORIX: Institutional, available with a $1 million minimum investment
- Registered investment advisors may purchase institutional shares on behalf of their clients with less than $1 million per account, if the total of all their client accounts in Portfolio 21 is $1 million or more. Other institutional investors, such as defined contribution plans, may also qualify for purchasing institutional shares with less than $1 million per account.
Our institutional sales team is available to provide service to institutional investors, retirement plan providers, family offices, registered investment advisors and other investment professionals.
Get in touch to:
Subscribe to the quarterly Fund Factbook
Submit Requests for Information
Speak to a member of the Institutional Sales Team