A multi-asset class that combines exposure to different asset classes in a single portfolio. The resultant portfolio is expected to generate returns based on its risk profile.
And within each asset class, you could have different types of investments which exhibit same risk-return characteristics.
ESG stands for Environmental, Social, and Governance. Clients are increasingly aware and concerned about these non financial factors in their investment portfolios. Researching and analysing these factors which contribute and affect risk-return profile of an investment due to Environmental, Social, and Governance issues have therefore become even more important. Constructing a portfolio that manages ESG risks is an ongoing challenge as investments continually exhibit changing risk levels to these factors.
Concerns about the environment and its preservation
Concerns about managing relationships with stakeholders
Concerns about governance issues to improve company standards
Your portfolio is constructed based on your risk-profile.
Your portfolio has a mix of asset classes that distribute risks appropriately.
Your portfolio is constructed using simulation techniques resulting in an optimum level of risk-adjusted expected returns.