Delivering World Equities with Impact While Satisfying NextGen Daughter and Sophisticated Investment Consultant
Client told her consultant: “When I look at my portfolio I want to see companies that will change the world!” Aperio worked with the investor and her consultant to create a customized strategy that met her social and impact criteria while tracking the MSCI World Index.
The consultant needed to balance his client’s desire to make a difference with her wealth with his fiduciary responsibility to ensure the highest net return on a risk-adjusted basis.
A well-known national animal sanctuary organization wanted a humane investment portfolio screened for specific criteria. Aperio built a custom portfolio to match the society’s seven criteria, but with low tracking error to the Russell 1000.
Expressing religious values in investment portfolios
Consultant’s client needed a portfolio that adhered to the United States Conference of Catholic Bishops Socially Responsible Investment (USCCB SRI) Guidelines. Aperio developed a custom Catholic portfolio to track the Russell 3000.
Customizing a portfolio to match a family foundation’s mission
A family foundation was frustrated with investment experts who dismissed its social concerns and social experts who lacked investment acumen. Aperio worked with the family to define their values and create a custom portfolio that tracked a standard benchmark: the Russell 1000.