Separately Managed Accounts
Managed ETF Portfolio – ESG Long-Term Growth
Investment Objective
To provide long-term capital growth through investing in ETFs with a higher standard of environmental, social, and governance principles. The secondary goal is to dampen year-to-year volatility.
Investment Team
The portfolio is managed by the Managed ETF Management Team, a group of tenured research professionals who oversee and implement the strategy’s systematic investment process.
Composition
The portfolio is a globally diversified, actively-allocated multi-asset class collection of ETFs. The portfolio will primarily be invested in ESG based ETFs, to the extent possible, based on availability and suitability.
30% - 80% Equities
Investment Process
The portfolio takes a strategic approach to asset allocation complemented by tactical adjustments as opportunities allow. A data-driven process is used to adjust the portfolio’s asset allocation on a top-down basis in response to changing economic and market conditions. The ETF Portfolio Management Team constructs indicators to estimate the risk/reward profiles of a wide range of asset classes and market segments. These indicators seek to capture the key drivers of investment returns: economic activity, valuation, sentiment and liquidity conditions. Once the desired investment mix is established, ETFs are selected based on market exposure, structure, and cost of ownership (expense ratios, trading costs, etc.) to achieve the target asset allocation.
Investment Objective
To provide long-term capital growth through investing in ETFs with a higher standard of environmental, social, and governance principles. The secondary goal is to dampen year-to-year volatility.
Investment Team
The portfolio is managed by the Managed ETF Management Team, a group of tenured research professionals who oversee and implement the strategy’s systematic investment process.
Composition
The portfolio is a globally diversified, actively-allocated multi-asset class collection of ETFs. The portfolio will primarily be invested in ESG based ETFs, to the extent possible, based on availability and suitability.
30% - 80% Equities
Investment Process
The portfolio takes a strategic approach to asset allocation complemented by tactical adjustments as opportunities allow. A data-driven process is used to adjust the portfolio’s asset allocation on a top-down basis in response to changing economic and market conditions. The ETF Portfolio Management Team constructs indicators to estimate the risk/reward profiles of a wide range of asset classes and market segments. These indicators seek to capture the key drivers of investment returns: economic activity, valuation, sentiment and liquidity conditions. Once the desired investment mix is established, ETFs are selected based on market exposure, structure, and cost of ownership (expense ratios, trading costs, etc.) to achieve the target asset allocation.