Separately Managed Accounts (SMAs) utilizing combinations of individual ETFs, Stocks, Bonds and Alternative Investments.
The portfolios are tailored to the investor's risk tolerance profile and impact investment profile.
We initially screen for companies, sectors, industries and regions that have high levels of the component factors relating to Environment, Social Impact and Governance (ESG). These factors are weighed into a total ESG score on an absolute basis and are also measured relative to their peers.
Once we identify a universe of ESG investments, we further analyze each opportunity for their fundamentals and risk/reward attributes for ultimate inclusion in client portfolios.