Our Investment Committee recently teamed up with Ethic to build a customized portfolio that is process-driven by financial and human values, such as the environment and corporate governance. Watch the video below to learn about what this process looked like, then connect with your team at Barry if you would like to learn more about leveraging this new allocation strategy.*
Would you like to learn more about how Ethic identifies core values and builds portfolios to match? Click here to download a helpful resource that summarizes their approach.
*Note that there is an additional fee to invest in this strategy