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Common Interests

Service Providers Framework 2018

You are in Advisory and Consultancy » Strategic asset allocation

Strategic asset allocation

AC 07. ESG incorporation into strategic asset allocation

07.1. Indicate whether you incorporate ESG into your strategic asset allocation process.

07.2. Indicate how you incorporate ESG into your strategic asset allocation services.

07.4. Additional information. [OPTIONAL]

AC 08. Scenario analysis and/or modelling (Private)

AC 09. Demonstrating value on asset allocation

09.1. Describe how you measure, track or otherwise demonstrate your value on asset allocation activities.

          We use multiple performance and asset allocation reporting tools, including Envestnet and Albridge Wealth Reporting. Clients have full access to these tools, and can compare their portfolios to their benchmarks to see how our decisions have impacted their returns, which includes the ability for our clients to run custom reports over any time period they want to see.

09.2. Additional information. [OPTIONAL]