At Juniper, we understand that your financial journey is unique. That’s why we’ve developed two new portfolio ranges in partnership with PortfolioMetrix, designed to help you achieve your personal financial objectives while ensuring your values and goals are reflected in your investment choices. Let’s explore these two portfolios in detail.
Strategic Screened Portfolios: Investing with Purpose
The Juniper Strategic Screened models are ideal for clients who want their portfolios to reflect ethical values, with a strong focus on environmental, social, and governance (ESG) considerations. These portfolios employ negative screening to remove or reduce exposure to sectors such as fossil fuels, while emphasizing growth and quality companies.
Why Choose Strategic Screened?
If sustainability is a priority for you, the Strategic Screened models allow you to grow your wealth while making a positive impact. These portfolios include funds from industry-leading managers like Vanguard and Dimensional, ensuring that your investments remain aligned with responsible practices.
Key Features:
- ESG Integration: The portfolio screens out companies that fail to meet ESG standards, prioritizing companies with better environmental and social practices.
- Risk and Return Balance: While emphasizing sustainability, these portfolios maintain strong performance through exposure to high-quality, growth-oriented companies
- Tailored to You: We assess your personal risk profile and align it with the right screened portfolio model, ensuring your financial goals are met alongside your values.
Factor-Based Portfolios: Optimizing Returns with Proven Strategies
The Juniper Factor models are designed for clients who want to maximize long-term growth by leveraging academic research. These portfolios focus on factors like value, size, and profitability, which have been shown to deliver higher risk-adjusted returns over time.
Why Choose Factor-Based Investing?
For those looking to harness the power of data-driven investing, the Juniper Factor models provide exposure to proven investment strategies. By focusing on smaller, undervalued companies and profitable enterprises, this portfolio offers the potential for stronger returns, even during market cycles that might favor larger-cap stocks.
Key Features:
- Factor Tilts: The portfolios target value, size, and profitability—well-researched factors that have consistently outperformed market-cap-weighted indices.
- Global Diversification: These portfolios are globally diversified, providing exposure to international markets, allowing for a balanced growth approach.
- Risk Management: Factor portfolios are constructed with varying risk tolerances, ensuring that you can pursue growth while remaining aligned with your comfort level for volatility.