good things can happen
Selective
Credit Specialists
It's All Fundamental
Zeo builds sustainable portfolios of corporate debt one credit at a time. We focus on risk management and consistency.
The Industry's First
Zeo is the industry's first dedicated sustainable credit specialist. We offer a different perspective on the markets, value investing and ESG.
How We Think >>
Intentionally Diverse
Zeo is a Minority Business Enterprise. We value the positive impact of diversity and inclusion on our approach to sustainable investing.
Who We Are >>
Sustainable Investing Is
Good investing
Income-oriented investors are hard pressed to find adequate yields in the COVID-19 economy. Investment advisors need to strike a balance within clients’ bond portfolios and diversify risk by both duration and credit. Zeo Capital Advisors’ CIO, Venk Reddy, shares his thoughts on an underserved and opportunistic space in the credit markets.
ESG is about creating more with less…
Zeo Insights
As Featured In
Zeo November 2021 Town Hall
Zeo answers questions from clients and prospects on the Fed, inflation, interest rates, and more. Watch the full video below,...
Chairman Powell Has Just About Had It Up to Here with You, Young Congress!
Fed Chairman Jay Powell is frustrated. His word, not mine.1 In a recent public appearance, he said increased vaccination rates...
Failing Up: The Fraud of the Green and Sustainability-Linked Bond Market
For those who aren’t familiar with the term, greenwashing is the act of making investments which only superficially appear to...
Trust Us, We’re Kool: A Cautionary Tale for ESG Investors Who Actually Care
Philip Morris International, the non-US manufacturer and distributor of the Marlboro cigarette brand, announced in August 2021 that it would...
The Global War on Planning Ahead
In the 1950s, a scientist named M. King Hubbert proposed a “peak theory” for oil, in which he predicted US...
Sustainability Profile: Cast & Crew
Cast and Crew is a leading provider of software and services to the entertainment industry, automating most of the payroll,...
Zeo Strategies
-
Sustainable high yield corporate credit strategies across the duration spectrum
-
Appropriate for traditional and sustainable mandates seeking performance and progress
-
Fundamental credit research identifies strong businesses making progress along the Sustainability Spectrum™
Zeo Short Duration
Income Strategy
Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.
Zeo Duration Unconstrained
Credit Strategy
Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.
ZEO Short Duration Income Strategy
Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.
Zeo Duration-Managed Credit Strategy
Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.
Sustainability Profiles
Lorem ipsum dolor sit amet, consectetuer. Proin gravida nibh vel velit auctor aliquet. Aenean sollicitudin, lorem quis bibendum auctor, nisi elit consequat ipsum, nec sagittis sem nibh id elit.
Environmental Headline
Social Program
Governance
Diversity is In Our DNA
People of Color
Women
Minority and Women Owned
High yield is a world of casinos, plastics and oil.
What’s left for a sustainable portfolio?
ESG factors are not new; they are core credit factors critical to effective security analysis. Ignoring ESG factors creates potential future liabilities for a company and its shareholders. Learn more about why intentionality matters through Zeo’s Sustainability Brochure.
