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SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions for Financial Professionals

SMART Climate UMA (Unified Managed Accounts) Models Available on Multiple Custodial Platforms

With our SMART Climate UMA, your clients can access institutional quality climate-focused asset allocation models.

Key Benefits:

  • Strategies that incorporate physical climate risk and adaptation alongside more traditional ESG integration strategies
  • Market leading tax overlay capabilities from Natixis, including customized transition management
  • World class managers and boutique and emerging managers not normally accessible in a UMA
  • Core holdings, tailored for risk tolerance and designed for above average returns
  • Four risk iterations and an all-equity model