I’m very pleased to announce that I will be offering a Global Sustainable Investing (SI) Discretionary Managed Portfolio. For clients who place a high value on SI principles, I will offer a complete portfolio solution focussed on global investment ideas that align clients' investments more closely with their values. I intend to complement existing portfolios with SI considerations, while adhering to the standard principles of conservative investing and adequate diversification.
 



The objectives of the portfolio are to:

 

  • Provide an opportunity for long-term growth of capital by investing in a globally diversified portfolio of equity securities;

  • Focus on strong businesses with a potential for significant long-term growth; and

  • Reveal an increased global universe of companies that strive to have a positive societal impact alongside a financial return.

 
The Portfolio consists of 20 equally-weighted large and liquid companies (at least $10B market cap) and avoids deep value and momentum picks.
 
 
Please contact me if you want to discuss further. ~  Boris