Intentional Indexing
Passive-like strategies with minimal tracking error that incorporate client-driven restrictions.
Climate Oriented Objectives
Create portfolios to meet Net-Zero Goals and monitor emissions at the stock level.
Diversity and Human Capital
Incorporate Racial Justice, Workplace Equity, and other human capital factors to align with client objectives.
Client Restrictions
Collaborate with clients to create restricted lists that reflect their mission and values.
Factor Tilts
Incorporate factors like style and size to create portfolios with different levels of tracking error.
Catholic Values
Manage portfolios based on Catholic values.
Customized Proxy Voting
Offer clients a choice for proxy voting guidelines aligned to their values.