How we choose iProfile Private Portfolio asset managers
Within the iProfile Program, we carefully select established, leading asset managers from across the globe, all with a proven investment track record. We partner with asset managers who are signatories to the United Nations-supported Principles for Responsible Investment (PRI) and share our commitment to Sustainable Responsible Investing (SRI) through ESG Integration, Active Ownership, and Collaboration efforts.
Each asset manager is selected only after a comprehensive selection process and a review against key quantitative and qualitative criteria, including:
- Past performance
- A successful investment strategy
- Long-term experience and stability
- Diversified expertise
- Research resources
After selecting our asset managers, we follow a disciplined review process and continuously monitor their performance and investment processes to ensure they maintain their excellent performance levels.
Investor profiles
The iProfile Private Portfolios offer a range of asset allocations, diversified across geographies, market capitalization, and investment style. This diversity of options allows the appropriate solution to be selected for each individual investor, in keeping with their investor profile, investment time horizon, and investment goals. With dozens of model portfolios to choose from, your IG Consultant will help make the best choice for your unique situation.