Values-Based Solutions

Values-Based (AND EVIDENCE-BASED) Solutions

For clients concerned about aligning their investments with their values and beliefs, we offer both Environmental, Social and Governance (ESG) and Socially-Responsible (SRI) portfolios.

Symmetry's Value-Based Portfolios are...

Broadly Diversified

Cost Conscious

Process Driven

Tax Sensitive

Transparent

Flexible

They are designed for investors who:

Want portfolios that align with their values
Are seeking a low-cost, tax efficient portfolio
Are seeking a balanced strategy that can be aligned with their comfort with risk

Environmental, Social and Governance (ESG) Portfolios

Symmetry’s Environmental, Social and Governance (ESG)portfolios screen potential investments as follows.

Environmental considers how companies perform as a steward of nature
Social criteria looks at how companies manage relationships with employees, suppliers, customers, and the communities where they operate
Governance considers companies’ leadership, executive pay, audits, internal controls, and shareholder rights

For more information, download Symmetry’s ESG Portfolios Brochure.

The ESG Portfolios are built with Exchange Traded Funds (ETFs) from two noted money managers:

iShares by BlackRock, the largest provider of exchange-traded-funds with a special focus on companies that exhibit positive ESG attributes.
Vanguard Group, an industry leader in cost efficient investing with two decades of experience managing ESG solutions, with a special focus on companies that support the United Nations’ Principles of Responsible Investment.

U.S. Stocks
in the Portfolio

iShares ESG MSCI USA ETF iShares ESG MSCI USA Small-Cap ETF Vanguard ESG U.S. Stock ETF

International Stocks
in the Portfolio

iShares ESG MSCI EAFE ETF iShares ESG MSCI EM ETF Vanguard ESG International Stock ETF

Fixed Income Stocks
in the Portfolio