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Common Interests

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.

          clients receive monthly statements and detailed quarterly reports on these activities, along with reports from Morningstar which compare performance net of fees to the benchmarks, along with a full accounting of Modern Portfolio Theory Statistics.
        

09.2. Additional information. [OPTIONAL]


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