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George & Bell Consulting

Service Providers Framework 2020

You are in Investment Consultancy » Strategic asset allocation

Strategic asset allocation

IC 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]

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

IC 09. Demonstrating value on asset allocation

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

          We help clients set their long-term asset allocation based on their risk, return, and ESG objectives. We then monitor their portfolios to ensure that their investments stay compliant with their investment policies, including their ESG policies and asset allocation, and assist with rebalancing activities.

09.2. Additional information. [OPTIONAL]