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Magni Has Advantages Over Traditional Indexing And Other Smart Beta Approaches

Magni Global Asset Management constructs portfolios using the MSCI indices as its benchmarks. Our weightings are different than these indices as Magni weightings are based on each country’s adherence to Sustainable Wealth Creation principles. Each portfolio from Magni is constructed using the country rankings from our research process. The primary method of investment is country level ETFs. The portfolios can be customized to meet the specific criteria of any financial advisor’s or institution’s investment policy statement.

There are two ways investment professionals can use Magni to deliver this excellent risk adjusted return to their clients: Magni Global Portfolios and Magni Advisory Services.

 

Magni Global Portfolios

Magni offers its proprietary research-driven investment strategy through the Magni Global Portfolios. All of the Magni Global Portfolios use our process and create the opportunity for better global diversification.

These portfolios are currently offered in a separately managed account format on the Schwab platform. Magni has the flexibility to offer its portfolios on other platforms including a low fee option for large institutional, tax-exempt clients.

 

Magni Advisory Services

Magni Advisory Services offer Magni research and investment capabilities that can be integrated into existing investment strategies. For investment professionals who want to maintain discretion and custody of their clients’ assets, Magni can customize portfolios to best fit the needs of the investment professional. Financial advisors who want access to additional expertise in international investing, find Magni Advisory Services a great way to get professional money management on their investment platform.

 

Magni Responsible Investing Services

Magni Responsible Investing Services offer investors, who are seeking both investment performance and portfolios aligned with their values, access to Magni research and investment capabilities.

Magni’s Sustainable Wealth Creation principles measure both the quality of the corporate governance in a country and the country-level infrastructure for supporting good corporate governance. Using our principles and values-based screens, we construct country-level allocations from Magni’s Country Scores to build Responsible Investing portfolios. The country level funds could in turn use a value screen, such as SRI (Socially Responsible Investing), ESG (Environmental Social Governance), or religious criteria for ranking companies and fund construction.

The Magni whitepaper on Responsible Investing (click the Whitepapers button on this and other pages of this site) explains the role of countries in values based investing. This whitepaper also summarizes the current best practices in Responsible Investing as documented by leading organizations from around the world.

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