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Investment Portfolio Management
- Customized Portfolio Management
- Active & Passive Investment Strategies
- Strategic Asset Allocation
- Portfolio Rebalancing
- Risk Based Portfolio Construction
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Retirement Account Management Services
- Retirement Plans Education
- Value/ESG based considerations (client - preferences)
- Customized Portfolio
- Selection of Money Managers
- Regular Update to Plan Sponsors and Plan Participants
- Feedback and Improvement
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ESG And Impact Investing for Individuals and Government Entities and Individuals:
Other than individual investors, Impact investing is a very important consideration for government entities, endowments, and trusts due to their long-term horizon and responsibility to represent the community or the population they represent. According to MSCI, a global investment research firm, 85% of individual investors reported interest in sustainable investing as of 2019, up 10% from 2017. Younger generations expressed a greater interest in combining profit with purpose.
- Negative Screening
- ESG Integration
- Positive Screening
- Thematic Investing
- Selection of Money Managers
- Reporting and Feedback