Our ESG Aware Model Portfolios are a suite of investment options with a focus on Exchange Traded Funds and securities that exhibit positive environmental, social and governance (ESG) characteristics.

Our Investment Approach

Our approach leverages our core strengths at Implemented Portfolios -

• The Dynamic Asset Allocation from our Investment Committee
• Our extensive experience of using ETFs to build investment portfolios
• Our implementation capabilities within an Individually Managed Account (IMA) structure

The ESG Aware Model Portfolios’ asset allocation aligns closely with our core ETF model portfolios but from these building blocks, the ESG Aware Portfolio Managers will oversee the underlying ETF and Security Selection, while working with external ESG data and reporting providers to ensure that we deliver a set of models with improved ESG characteristics.

Date of production: February 2022

How can our ESG Aware Model Portfolios help you and your clients?

Our ESG Aware Model Portfolios offer the vast experience of the Implemented Portfolios Investment teams both in asset allocation and portfolio management, whilst being delivered in the low cost, transparent, customisable structure of an Individually Managed Account (IMA).

We believe that the combination of the investment capabilities and the structure in which these investment models are being delivered through, provides a well-rounded solution for our Advisers and their clients.

Our unique IMA service

At the heart of what we do at Implemented Portfolios is to provide flexibility and efficiency to Advisers and their clients when managing individual portfolios. That’s why we have broadened our offering to include a suite of specifically ESG Aware Model Portfolios, so that Financial Advisers utilising our service aren’t spending hours and hours having to research, build and maintain these managed accounts on their own.

Advisers and Investors using the ESG Aware Model Portfolios service benefit from all the same inclusions of our regular Individually Managed Account service such as – Advisers and Investors using the ESG Aware Model Portfolios service benefit from all the same inclusions of our regular Individually Managed Account service such as -

• Easy to adopt model portfolios, implemented and managed in collaboration with you, by our trusted and experienced Portfolio Management team
• The ability to tailor investments according to individual client preferences
• Regularly delivered, adviser branded economic and investment commentary

To find out more about our ESG Aware Model Portfolios, please CLICK HERE to get in touch.

We recommend you speak to your financial adviser or seek independent financial advice to determine whether this approach is suitable for you.

ETFs in Focus - Educational Brochure

'ETFs in Focus' is a detailed brochure where we take a look 'under the hood' of some of the ESG ETF holdings within the ESG Aware Model Portfolios.

The brochure has been designed to help assist Advisers in providing meaningful information to clients concerning some of the ESG characteristics that the ESG ETFs in the Model Portfolios exhibit.