ESG Model Portfolios

March 31, 2021

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CFRA is excited to launch ESG Model Portfolios. These ESG-themed model portfolios will complement our existing model portfolio solution set of 15 Stock and ETF Model Portfolios with track records ranging from 10-24 years. As with all our model portfolios, these ESG model portfolios will leverage CFRA’s vast expertise, including our global research team of talented and experienced analysts producing both forensic accounting and fundamental equity research. In addition, these model portfolios will be managed by CFRA’s expert Portfolio Management Committee, a twelve-member team that brings an average of over 20 years of experience each.

At CFRA, our research is grounded in financial, forensic accounting, and valuation analysis that focuses on forward-looking material issues relative to market expectations. Within these investment frameworks, we believe there are certain ESG factors that can contribute to significant long-term value creation, including diversity and sustainable environmental practices. As a result, we are launching the following five new ESG model portfolios:

  • U.S. Climate Change Friendly
  • Europe Climate Change Friendly    
  • U.S. Women’s Participation 
  • Europe Women’s Participation    
  • Global ESG Asset Allocation ETF    

To learn more about these ESG Model Portfolios please download the report. 

 

Analyst Video:

CFRA Launches New ESG Model Portfolios

 

Press Release: CFRA Launches New Suite of ESG-Focused Model Portfolios 

New offerings join robust lineup of model portfolios from global leader in equity and ETF research; focus on climate exposure, gender diversity in corporate leadership, ESG ETFs

 

 

 

 

 

Visit www.cfraresearch.com/model-portfolios to learn more about our Model Portfolio Solutions