Dynamic Advisor Solutions launches ESG model portfolios through its network of wealth advisers
New Model Index ETFs are the latest edition of Dynamic’s 160 existing Model Portfolios
Dynamic advisor solutions dba Dynamic Wealth Advisors, a professional services provider for wealth advisers, has launched a range of environmental, social and governance (ESG) model portfolios through its US network of approximately 80 wealth advisory firms. Independent advisor representatives (IARs) and registered investment advisers (RIAs) make up the Dynamic network, serving nearly 4,500 clients and approximately $ 3 billion in assets.
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Exotic waterfall and lake landscape of Plitvice Lakes National Park, a UNESCO World Heritage Site in Croatia, as featured in the Dynamic ESG 60 Model Portfolio datasheet. (Adobe Stock)
The latest edition of Dynamic’s 160 existing model portfolios available to advisors, ESG models were developed by Dynamic’s portfolio services team, using index ETFs and making it easier for advisors to offer these investment options. to their customers. “With Dynamic’s model building and rules-based portfolio management approach, we strive to seize opportunities and enhance the value of the ESG portfolio solution while managing risk,” said Craig Morningstar, Chief Operating Officer of Dynamic.
The new ESG models range from zero to 100% equity in 10% increments. One of these models, the Dynamic ESG 60, is a diversified portfolio targeting a 60% equity allocation built with ETF positions from BlackRock and Nuveen. The models include capital market assumptions used in Dynamic’s other model overlays. The model’s investment criteria include:
ETFs classified as ESG only
ETFs with a minimum AUM of $ 100 million
ETFs established for at least three years with a preference of five years or more
ETFs focused on market capitalization weighting (i.e. a better ESG score translates into a higher allocation)
Matt Hoaglin, an IAR with Dynamic Wealth Advisors dba Oxford Financial Planners in Durango, Colo., Introduced Dynamic’s new ESG model portfolios as a solution for clients who want to put their money where their values are.
“My clients are in tune with environmental awareness and for them, ESG investing is the next step in aligning them with what matters to them in the world,” Hoaglin said. “Dynamic’s best practices are built into ESG models with different asset allocations to match clients’ risk profiles, rebalancing and diversifying – it’s the best of both worlds.”
For more information on dynamic portfolio services, visit dynamicadvisorsolutions.com/portfolio-services.
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisers looking to take their practices to the next level, Dynamic Advisor Solutions is a professional service provider, offering a complete business solution, myVirtualPractice ™, to create efficiencies so advisors can focus on delivering exceptional customer experiences. For more information visit dynamicadvisorsolutions.com.
Since ESG criteria exclude certain investments, ESG strategies may not be able to take advantage of the same opportunities or market trends as those that do not use these criteria. ESG portfolios are designed with a focus on sustainability, and not designed for a specific sustainability target score or carbon budget. In addition, the portfolios are not rebalanced taking into account the maintenance of a desired sustainability score. The portfolios are rebalanced to reasonably maintain the desired asset allocation of the model. The sustainability score is a simple average weighted by the allocation of the portfolio model. Advisors must independently assess the risks associated with the products or services and exercise independent judgment with respect to their clients. Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered by Dynamic.
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