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.
- 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