Private Wealth

Quarterly Review of Investment Markets and Portfolio Settings

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The Stanford Brown Investment Committee has kept portfolios at their neutral growth/defensive positions and rebalanced the portfolios back to the asset class weights that were set in mid-August 2021. There have been five new funds added to portfolios. One new active global shares manager has been introduced and our passive global shares exposures have been changed in an effort to reduce the carbon footprint of the portfolios.

Within the Quarterly report, you will find:

  • A recap of Investment market conditions over the past month.
  • How our portfolios are positioned for the coming quarter.
  • What are the major risks to investment markets and how they are changing?
  • A detailed note on the reasoning behind our decision to reduce the carbon footprint of portfolios.

If you have any questions, please do not hesitate to contact your adviser.

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