Croatia

Dynamic Advisor Solutions Launches ESG Model Portfolios Across Network of Wealth Advisors; Kim Cecere; Digital Journal

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The latest edition to Dynamic’s existing 160 model portfolios available to advisors, the ESG models were developed by Dynamic’s Portfolio Services team, utilizing index-based ETFs and making it easier for advisors to offer these investing options to their clients. “With Dynamic’s rules-based approach to model creation and portfolio management, we strive to capture opportunities and enhance the value of the ESG portfolio solution while managing risk,” said Dynamic Chief Operating Officer Craig Morningstar.

Source: Dynamic Advisor Solutions Launches ESG Model Portfolios Across Network of Wealth Advisors

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