Portfolio construction and investing is complicated in today’s world, where there are more ways to invest, the markets are more global, and at times, more volatile than ever before. Yet, growing your investment portfolio and minimizing risk is an essential factor in your long-term financial success.
Parkside develops an investment plan and asset allocation portfolio with clients and then manages the investments in their accounts, monitoring and adjusting positions to reflect market conditions and rebalancing it as needed to maintain a desired allocation. We regularly review with clients the growth of their investments within the context of their risk tolerance, time frames and financial goals, and our systems allow clients 24/7 online access to view their account holdings in detail.
Parkside's core investment management strategy constitutes multiple global asset allocation portfolios which are comprised of low-fee, efficient funds structured to track specific global equity and debt indexes. Our portfolio selections incorporate a variety of factors, including amongst others, our ongoing views of global political and macro economic factors, central bank policies and interest rate expectations, and industry and sector specific business trends.
Parkside’s ESG-SRI portfolios incorporate key environmental, social and governance factors and socially responsible investing factors while also providing our core low-fee, diversified, index-driven investment approach for clients. We work with experienced fund providers that we believe have an established process to quantitatively assess and measure the exposure of the underlying stocks and bonds to a variety of ESG-SRI factors, such as the UN Global Compact Principles, greenhouse emissions, weapons manufacturing, and tobacco production, amongst others. Our ESG-SRI portfolios follow the same construction process as our core investment strategy and utilize ESG-SRI driven investment funds where appropriate across global equity and debt allocations.
Parkside's customized portfolio solutions have been developed for clients that have needs in addition to our core investment management portfolio strategies. These strategies typically fall within three categories: portfolios with concentrated equity positions, portfolios with legacy individual equity and bond positions, and portfolios with customized hybrid strategies.