Terra Alpha Investments LLC

Washington, D.C.
Diversified Financials

Corporate Bias Rating

Expand Summary

Risk Level:

Rating - Caution
Medium Risk

Summary:

Terra Alpha Investments LLC is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company implements race and identity-based policies that replace merit, excellence, and integrity with preferential treatment and outcomes. The company Investments occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

View Full Corporate Bias Ratings Report
Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

Has canceled customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level
Rationale

The House Judiciary Committee is investigating Terra Alpha Investments LLC. From the House Judiciary Committee website: “House Judiciary Committee Chairman Jim Jordan (R-OH) and Subcommittee on the Administrative State, Regulatory Reform, and Antitrust Chairman Thomas Massie (R-KY) demanded information from more than 130 U.S.-based companies, retirement systems, and government pension programs about their involvement with the woke ESG cartel Climate Action 100+” (1). The company is a signatory of the Principles for Responsible Investment, incorporating ESG issues into investment analysis, decision-making, and other business practices (2)(3). However, the company has not canceled customers, suppliers, or vendors based on political views or religious beliefs (4).

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
N/A
Rationale

Terra Alpha Investments LLC does not publish charitable giving guidelines (1).

Criteria

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level
Rationale

Terra Alpha Investments LLC appears to prioritize diversity over merit in its recruitment and hiring. From its TAI 2023 Impact Report: “DE&I considerations and best practices are formally built into our hiring process and internship program” (1). The company does not publish a nondiscrimination policy (2).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

Terra Alpha Investments LLC is a signatory to the CFA Institute’s Diversity, Equity, and Inclusion Code, indicating its support of DEI in its recruitment, hiring, onboarding, and promotions. Furthermore, the company pledges to integrate DEI into its policies, promote DEI in the investment industry, and provide regular reporting on its DEI metrics to the CFA Institute (1)(2)(3). The company is part of the Net Zero Asset Managers initiative, committed to carbon neutrality with its investments by 2050 (4)(5). The company is aligned with the Paris Agreement, which entails a commitment to net zero carbon emissions by 2050 (6). The company is a member of the Partnership for Carbon Accounting Financials, committed to net zero carbon emissions by 2050 (7)(8)(9). The company is a member of Climate Action 100+, committed to carbon neutrality by 2050 (10)(11). The company is a Ceres Network Member, committed to carbon neutrality by 2040 (12)(13)(14). The company supports DEI within its business practices, hosting a DEI Committee (15). The company supports DEI within its business practices. From its Who We Are page: “Our firm is dedicated to fostering a sense of belonging and being valued, and to empowering all people to utilize their diverse perspectives to help build an enduring business” (16). The company “Led a weeklong Wall Street Diversity Accelerator bootcamp” (17).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

Terra Alpha funded 1% for the Planet, an international organization whose members contribute at least one percent of their annual revenue to environmental causes (1). The company funded Carbon Disclosure Project, a global environmental disclosure framework (2). The company funded CERES, a nonprofit advocacy organization advocating for carbon neutrality (3). The company funded Sustainability Accounting Standards Board, a non-profit organization that develops and maintains industry-specific sustainability accounting standards (4). The company funded UN Principles of Responsible Investment, a network of investors incorporating ESG issues into investment analysis, decision-making, and other business practices (5). Otherwise, there are no publicly known cases of The company using corporate funds to advance ideological causes, organizations, or policies (6).

Criteria

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level
N/A
Rationale

Terra Alpha Investments does not operate a PAC or report on its lobbying at this time (1)(2)(3).

Board Bias

Expand Summary

1792 Exchange has not yet compiled data about the board of directors or political contributions of leadership for this company.

Generate Reports
Clear
Toast