US Trust: The GWIM CIO Portfolio Oversight Team measures the portfolio management team’s ability to meet their stated investment objective through consistent execution of their philosophy and process.
The GWIM CIO Portfolio Oversight Team performs one of the risk management functions for all U.S. Trust equity and fixed income strategies. The GWIM CIO Portfolio Oversight Team conducts a biannual review that analyzes management, research, and investment factors to influence a model portfolio’s performance. On a biannual basis, the The GWIM CIO Portfolio Oversight Team and portfolio management teams will review the qualitative and quantitative output of the working group and identify sources of under/over performance. Factors analyzed include currency exposure, geographic exposure, cap bias, and interest rate exposure, among others. The The GWIM CIO Portfolio Oversight Team is chaired by a senior member of the Portfolio Analytics and Consulting team, including members of the Investment Solution team, and U.S. Trust’s Compliance Risk Management team.
This process is applied on biannual basis to all equity and fixed income internally managed solutions. GWIM CIO Portfolio Oversight Team is independent of the Socially Innovative Investing team.
MSG/MAA: MAA does not integrate ESG into traditional financial analysis for it's screening capabilities.