Portfolio Strategies

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Showing Portfolios 1 to3 of 6

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Operator
Value
1091
•
Revisor
•
Model
Capital Protection ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Capital Protection
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$1,350,000
Management Fee:
.35%
1092
•
Revisor
•
Model
Balanced Conservative ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Conservative
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$670,000
Management Fee:
.35%
1093
•
Revisor
•
Model
Moderate Conservative ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Conservative
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$450,000
Management Fee:
.35%
1094
•
Revisor
•
Model
Conservative ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Conservative
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$350,000
Management Fee:
.35%
1095
•
Revisor
•
Model
Balanced Growth ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Growth
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$270,000
Management Fee:
.35%
1096
•
Revisor
•
Model
Moderate Growth ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$225,000
Management Fee:
.35%
1097
•
Revisor
•
Model
Growth ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Growth
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$190,000
Management Fee:
.35%
1098
•
Revisor
•
Model
Balanced Aggressive ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced Aggressive
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$167,000
Management Fee:
.35%
1099
•
Revisor
•
Model
Moderate Aggressive ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$150,000
Management Fee:
.35%
1100
•
Revisor
•
Model
Aggressive ESG & Clean Energy Portfolio
The ESG & Clean Energy Portfolio uses a screening algorithm to highlight certain desirable ESG characteristics while eliminating companies that have poor ESG characteristics. Companies with high greenhouse gas intensity per unit of sales are eliminated while companies investing heavily in clean energy are highlighted. Additionally, companies with high percentages of women appointed to the board of directors and high percentages of women in the workforce are highlighted as a major part of the investable universe.
Provider:
Revisor
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
ESG & Clean Energy
Min. Investment:
$135,000
Management Fee:
.35%
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