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Corporate Social ResponsibilityNews
10.03.2006 - 12:05pm ET
Benchmark Asset Managers introduces the Benchmark CollaborativeFirm to offer socially screened index portfolios to religious investors
(CSRwire) PHILADELPHIA, Penn. - Benchmark Asset Managers announced today that it has
created the Benchmark Collaborative Index, a new socially screened index
designed to replicate the performance of the Standard & Poor's 500 while
reflecting the values and beliefs of Catholic investors. Research and
analytics for the index is from IW Financial, a leading provider of
environmental, social, and governance (ESG) data. About Benchmark Asset Managers LLC Benchmark Asset Managers LLC is a Philadelphia based investment manager that works with religious organizations and high net worth individuals. Benchmark focuses on risk management and asset allocation while serving as a "manager-of-managers". Benchmark operates with the knowledge that 90%+ of investment outcomes depend on asset allocation. Benchmark builds portfolios that will produce market returns and avoid the costly impact of underperforming active managers. For more information, visit http://www.benchmarkam.com About IW Financial IW Financial is a leading provider of environmental, social, and governance (ESG) research, consulting and portfolio management solutions for asset management firms, managed accounts sponsors, institutional investors, plan sponsors, and investment advisors. With its unique combination of investment industry expertise, unbiased research, and technology solutions, IW Financial helps industry professionals capitalize on growing investor demand by incorporating ESG factors into investment platforms, products, and portfolios, adding value to the money management process while strengthening client relationships. IW Financial is based in Portland, Maine. For more information, visit http://www.iwfinancial.com. About Advisor Partners LLC Advisor partners LLC is a San Francisco based investmernt manager that works with investment advisors to create custom core/satellite equity programs. AP follows the investment philosophy shared by many industry leaders that the foundation or "core" of a taxable investment portfolio consist of a significant allocation to a structured, index based strategy as a means to minimize costs and manage taxes as an expense. The goal of the "core" is to match the performance of an equity market segment while maximizing after-tax return through selecting tax efficient vehicles or through active tax management. The "core" may be complemented with smaller, actively managed "satellites" to equities and other asset classes using investment vehicles that seek to maximize gross return. For more information, visit http://advisorpartners.com/Advisor_Partners_LLC.htm For more information please contact:
Mike MacMillan
Rebecca Love
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