Portola Creek, a California-based Registered Investment Advisor, Selects Magni Advisory Services for International Equity Allocations


Minneapolis, MN, October 31, 2017 – Magni Global Asset Management LLC (Magni) is pleased to announce that Portola Creek, a California Registered Investment Advisor, has selected Magni to provide international research for its client portfolios.

“Portola Creek’s international equity allocations for client portfolios are now largely determined by Magni’s Country Governance ratings,” explains Kurt Lieberman, Magni’s CEO. Since Magni offerings are based on governance, the partnership aligns well with the RIA’s philosophy.  According to Todd Wilson, CEO, “In our view, Portola Creek’s Environmental, Social, and Governance (ESG) screening is the best way to discover and evaluate non-financial risk, especially at a time when stock selection appears to matter more than ever.”

Magni’s offerings are divided into two product lines: Country Governance and Company Governance. The country-level portfolios are available as investible products, model portfolios, and indexes. The company-level portfolios are available as investible products and model portfolios. The Company Governance products are also available with the addition of religious guidance in the Corporate Governance model (e.g., Catholic Values Portfolios and Islamic Stewardship Portfolios). Indexes based on Corporate Governance are planned, but not available yet.

About Magni Global Asset Management

Magni Global Asset Management LLC is the leader in country-level research on corporate governance. Magni developed the Sustainable Wealth Creation principles, based on widely accepted economic concepts, by researching the accounting, legal, regulatory, adjudicative, and economic infrastructures of countries. Its extensive database goes back more than 15 years and contains analysis on countries across 280 qualitative factors. The Minnesota-based research and asset management firm believes Countries Matter™ when investing internationally; Magni scores and ranks investible countries on their ability to provide an environment conducive to effective corporate governance. Magni uses this information to construct investible portfolios using its proprietary Country Selection Technique. Portfolios built using this process have demonstrated absolute and risk-adjusted outperformance.

For more information, please visit www.magniglobal.com or indexes.magniglobal.com, or follow us on Twitter @MagniGlobal.

Media Contacts:

Brad Hanson, Managing Director
Phone: 952-826-9610
[email protected]

Laura Gideon, Managing Director
Phone: 612-867-7513
[email protected]

Portola Creek
Melanie Graham, Head of Marketing
Phone: 808 397 3309
[email protected]

Magni Global Asset Management

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