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 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 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 offer investors seeking portfolios aligned with their values access to Magni research and investment capabilities in two areas, at a country-level and at a company level.
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 Magni whitepaper Country-Level Governance: Next Generation of Responsible Investing 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.
Magni’s Sustainable Value Creation principles has taken the research methods used on good country-level governance and applied that to individual company research in the U.S. Magni uses its Corporate Governance Assessment to evaluate all of the stocks in the S&P 500 Index for good governance. This screen is also the basis for our Catholic and Islamic portfolios which integrate guidance from the respective faiths.
Please see our dedicated Responsible Investing Services page for more information.