Institutional Equity Portfolios
Trulytics Financial Corp believes that our disciplined, institutional processes are very important to our active management performance. The utilization of our research partners brings the required independence and objectivity necessary to provide quality portfolios. By combining Top-down guidance with our Bottom-up position research, we create actively-managed portfolios with the integrity our investors demand. Designed for Non-Profits, Pensions, Endowments and High-Net Worth Individuals. Please contact us for more information.
Women-Leadership Portfolio
The Women-Leadership Portfolio (ESG) seeks superior companies that have established higher gender-friendly individuals within senior management and leadership roles. Driven by research and academic studies, the Women-Leadership portfolio seeks to enter quality positions that will take advantage of the profits gained from companies that are characterized by a majority of women leading in ownership, corporate leadership, and board members. (S&P 500 benchmark)
Intrinsic Portfolio
Our Intrinsic Portfolio is our “flag-ship” model and emulates a well-known value-based investing style, whereby client accounts are afforded the benefit of buying stocks at “very sensible prices.” This model is built on a proprietary methodology around several quantitative requirements to identify undervalued companies. We screen for Six Investment criteria that further refine our selection within the S&P 500 market index.
Climatic Forward Portfolio
The Climatic Forward Portfolio (ESG) consists of company stocks that have considered environmental cost with their goals and forward-looking strategies. Carbon footprint and dependency on Greenhouse gases heavily affect companies’ inclusion in this portfolio. Constituents in this portfolio are subject to fundamental analysis, ratings from analysts along with changes in carbon measurements. Replacements in this portfolio may be done for any reason and at any time.
SMID Portfolio
The SMID Portfolio is a growth portfolio comprised of stocks with a $10 billion and under market capitalization. Stock selection is guided by a variety of analysts ratings in addition to relevant fundamental factors that indicated the best, favorable growth outcomes. Positions may be replaced at any time or for any reason which may include but not limited to no confidence by analysts or any other reason deemed by the portfolio manager.
Two (2) of our four (4) institutional portfolios are ESG portfolios (Environmental, Social, and Governance): Women-Leadership and Climatic Forward. The benefits of investing in ESG investment portfolios are as follows:
- Financial Performance: ESG investment portfolios have been shown to perform well over time, with many studies suggesting that companies with strong ESG ratings tend to have better financial performance than those with weaker ratings.
- Long-term Value: ESG investment portfolios are designed to identify companies that are likely to generate long-term value. These portfolios invest in companies that have a strong commitment to sustainability, ethical business practices, and environmental protection, which helps to ensure that they will continue to perform well over time.
- Improved Reputation: Companies that are seen as leaders in ESG investing tend to enjoy a better reputation among consumers and investors, which can translate into stronger brand recognition and higher valuations.
- Increased Access to Capital: Companies that are able to demonstrate a commitment to ESG principles tend to be more attractive to investors, which can lead to increased access to capital for these companies.
- Alignment with Personal Values: ESG investment portfolios provide investors with an opportunity to align their investment strategies with their personal values and beliefs. This can help to create a sense of purpose and satisfaction for investors, which is not always possible with other types of investments.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Trulytics Financial Corp are separate entities from LPL Financial. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. You may also visit your state’s insurance department for more information..
Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield. The payment of dividends and interest is not guaranteed.