Asset Allocation Portfolios aim to enhance investment results while supporting Impact and ESG values.
Asset allocation portfolios are generally designed to reduce investor risk without hurting investor results. These aims are vital not just while new money is being added to a portfolio, but their importance continues when an investor begins to distribute income from his/her portfolio during retirement.
Entrust builds and implements asset allocation portfolios to serve these aims and adds a parallel focus for interested investors: The menu of mutual funds selected for an asset allocation portfolio designed to meet an investor’s financial goals are simultaneously evaluated for individual company impact or ESG values, if any. Today, many corporations value an internal adherence to impact and/or ESG considerations and many clients prefer investing in corporations with these values.