This podcast will provide an overview of the core and satellite thematic allocation that makes up our newly launched Brighter World Model Portfolios. The portfolios, launched in December 2023, provide investors access to a core equity and bond allocation that provides some familiarity to traditional indices, albeit with a sufficiently robust screen in place. The additional satellite thematic allocation builds in a layer of diversification to target areas of interest to clients around sustainability without being overly exposed to one sector or theme.

We hope this will provide some background and insight into the thought process of this construction and how it differentiates from other sustainable low-cost portfolios in the marketplace.

Please remember that the value of investments and the income arising from them may fall as well as rise and is not guaranteed. All information contained in this podcast has been prepared by King & Shaxson Asset Management. All opinions and estimates constitute our judgement as of the date of publication and do not constitute general or specific investment advice.