Use Macroclimate as a double bottom line strategy — performance plus impact — for all or just a portion of your core equity portfolio.
Simply select the impact portfolio of your choice. We’ll then seamlessly manage your investments including rebalancing, account administration1 and on-demand performance reporting. For Ultra accounts2, we also provide a back-office feed to integrate with your — or your advisor’s — portfolio reporting system at no additional charge.
1 Account administration includes account setup, investment policy statement, and portfolio reporting. With client authorization, your financial advisor may receive access to Client Portal and limited power of attorney for trading instructions.
2 Account balance of $10,000,000 or more.