Quantitative Impact Portfolio Methods

Putting the best of the markets to work for your church.

 

Aligning Investments with Impact Priorities

Each portfolio contains a subset of the constituents of a major market index and is designed to mimic the portfolio characteristics of the index as a whole.

Beginning 2018 the Foundation’s fund models contain four Quantitative Impact Portfolios to diversify exposure to a wide-range of companies:

  • Quantitative Portfolio: Impact Large Cap Core Portfolio – ESG
  • Quantitative Portfolio: Impact Small Cap Core Portfolio – ESG
  • Quantitative Portfolio: Impact International ADR Portfolio – ESG
  • Quantitative Portfolio: Impact Emerging Markets ADR Portfolio – ESG

Additionally, each fund model contains three more portfolios for exposure to a wide-rage of fixed income (bonds): intermediate, short-term, and foreign.

Graphics and methodology description: ©2018 Envestnet | PMC. All rights reserved.

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