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Posted by Purpose Investments

Sign up for Macro Strategy and Portfolio Construction Insights

Sign up here to receive updates on our positioning and thoughts for multi-asset portfolios. This includes:

  • Monthly Update – On the holdings, performance, and commentary for the Purpose Active Portfolios (PAGF | PABF | PACF).
  • Trade Alerts – Shortly after we make portfolio changes, you will be notified of the change and a trade rationale.
  • The Why Report – This monthly publication outlines portfolio tilts from asset allocation, geography, factors, duration/credit with our thinking as the “why” we are positioned that way.

Purpose multi-asset portfolios

  • Dynamic asset allocation – Incorporating our Market Cycle framework, our portfolios have meaningful tilts around baseline allocations and are active based on our market outlook.
  • Active + Passive – We use more passive (cheaper) solutions in more efficient markets and tend to use more active managers in less efficient markets.
  • Manager selection & monitoring. 
  • Truly transparent – Our process, thinking, and holdings are completely open and transparent.