Managers & Models

ESG Model Lineup

At Freedom Advisors, we are committed to providing our clients with a comprehensive suite of investment solutions that align with their values. Our ESG (Environmental, Social, and Governance) model lineup reflects this commitment, offering various strategies catering to different risk appetites and investment goals.

Investment Philosophy:

Our ESG managers adhere to a philosophy that integrates financial performance with sustainable and ethical business practices. This approach aims to provide investors with competitive returns while contributing positively to society and the environment.

Investment Themes and Fundamental Factors in ESG:

• Environmental Factors: Assessments include a company's carbon footprint, energy efficiency, waste management, and resource conservation practices.
• Social Factors: Considerations involve labor practices, community relations, employee diversity and inclusion, and human rights policies.
• Governance Factors: Evaluation covers corporate governance practices, board diversity, executive compensation, and transparency in reporting.

ESG Managers and Models

BlackRock Target Allocation ESG ETFs:

The BlackRock Target Allocation ESG ETFs provide a diversified, all-in-one solution for investors seeking to integrate ESG principles into their portfolios. These ETFs are available in four different allocations to suit various risk profiles:

• 100-0 Equity/Fixed Income
• 80-20 Equity/Fixed Income
• 60-40 Equity/Fixed Income
• 40-60 Equity/Fixed Income

Equity Managers for ESG Investing:

In addition to the diversified BlackRock ETFs, we offer access to specialized equity managers that focus on ESG investing, including:

• 3D ESG Equity
• Dana ESG Equity
• Dana Catholic ESG Equity*
• Glenmede Responsible ESG
• Horizon ESG Defensive Core Investment

By combining the diversified model allocation of BlackRock's ESG ETFs with the focused expertise of our equity managers, Freedom Advisors offers a robust and versatile ESG investment lineup. This dual approach allows investors to align their portfolios with their values while pursuing their financial goals.

Whether you are seeking a comprehensive, balanced ETF solution or targeted equity exposure with a strong ESG focus, our model lineup offers the flexibility and expertise to meet your investment needs.