EMPOWERING ADVISORS TO MARRY CLIENTS’ VALUES AND INVESTING GOALS

Advisors CAN USE THIS OPPORTUNITY TO DIFFERENTIATE Their PRACTICE

When your clients ask, will you be prepared for the ESG conversation?

blueprint u.s. esg select strategy

ESG With a Rules-Based Approach

Overview

• Large- and mid-cap stocks
• Typically holds 50-75 names
• Allocated to companies screened for environmental, social, and/or governance standards
• $150,000 SMA minimum
• Systematic asset allocation process aims to overweight top-performing holdings and underweight or eliminate the worst performers

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Please reach out if you’d like to learn more about how an ESG strategy can empower you to align your clients values with their investing goals, please reach out.

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.

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