Customize Portfolios to Client Values
Several financial institutions, research firms, and industry organizations have shown a rising interest in sustainable investing over the last decade. At the same time, ESG portfolios have been shown to consistently underperform their non-ESG counterparts.
These two pieces of information seem at odds, but may speak to a powerful truth: even with lower performance, investors care a tremendous amount about investing according to their values.
What if you could offer your clients custom portfolios that are granularly tailored to their preferences while still controlling tracking error or even outperforming their benchmark? With Pave Pro, you can.
Pave Pro builds each client portfolio from scratch and automates ongoing management by harnessing cutting edge technology built on top of a system that managed billions while powering one of the best performing strategies at a major Wall Street firm.
All you need to do is input the sectors, industries, and assets a client does not want to invest in. Within seconds, Pave Pro will build a custom portfolio of individual stocks that fit your client’s preferences while controlling risk to the chosen benchmark and attempting to maximize outperformance. Portfolios are then automatically adjusted on a monthly basis to stay on top of changing market conditions.
Want to see it for yourself? Please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM
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