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Investment Objective

Dynamic ESG 60

60% EQUITY / 40% FIXED INCOME

Investment Objective

Balanced ESG Portfolio:

The Dynamic ESG 60 is a diversified portfolio targeting a 60% equity allocation constructed with 100% ETF positions and curated using ESG (environmental, social and governance) principles. ESG ETFs invest in companies that aim to have a sustainable and societal impact in the world, such as those with a small carbon footprint or diverse leadership boards.

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Dynamic Philosophy

Dynamic Portfolio Services uses a rules-based and process-driven methodology with the objective of delivering risk-adjusted returns, meeting or exceeding applicable benchmarks. Based on more than
50 years of academic research, Dynamic believes asset allocation is the primary driver of portfolio results. We strive to focus on delivering optimized risk-adjusted allocations that are cost and tax efficient. Our passion is to deliver extraordinary value to advisors through an array of portfolio options, consulting, tax management, trade execution, monitoring, rebalancing, ongoing support and practice efficiencies.

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