Portfolio Shaping

Portfolio Shaping is a process whereby your equity portfolio performance is enhanced through better risk-taking. Using our Sustainable Value Grades®, we'll show you how to analyze companies for financial governance, quality of corporate performance, ESG factors, risk perceptions, relative valuations, and more, all in comparison to substitute investments that may offer you a more  desirable risk profile. You'll gain an insight that lets you reshape your portfolio for the better. Watch the video below.




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Grab a cup of coffee, and  in 20 minutes learn the concept of Portfolio Shaping and how you can apply forward-looking risk measures to help improve portfolio performance in U.S. equities.

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