Socially Responsible Indexing strategies are designed for clients who want portfolios that are consistent with their personal beliefs
- Customized Design - Companies are ranked based on the client’s social criteria, as established through a detailed questionnaire. The portfolio focuses on stocks that are favorably ranked while avoiding stocks that are poorly ranked
- Benchmark Awareness - Portfolios are measured against broad-based benchmarks, so that the benefits or costs of the strategy can be evaluated in a transparent manner.
- Risk & Tax Awareness - Advisor Partners actively manages risk, providing ongoing portfolio analysis and monitoring. We are aware of the tax implications of different portfolio activities, and take taxes into consideration when implementing portfolio changes.