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SWM ETF portfolio fact sheets, December 2020: a record year, double-digit outperformance SWM’s ETF portfolios with ESG focus finished 2020 with another very strong month. For the full year 2020, [...]

SWM ETF portfolio fact sheets, November 2020: record year-to-date outperformance With the huge equity rally in November 2020, SWM’s ETF portfolios all showed very strong absolute gains. Our [...]

SWM ETF portfolio fact sheets, September 2020: outperforming in a down-market The more equity-focused SWM ETF portfolios outperformed by 0.75%-1% during September 2020, a month where global [...]

“locking in gains: tactical underweight in equities“   We are pleased to share the latest edition of our Investment Insights. we have reduced equity weightings to a tactical [...]

SWM ETF portfolios now available on the Novia Global platform We are delighted to announce that’s Secure Wealth’s ETF portfolios with ESG focus can now be purchased on the [...]

This week I summarize four academic papers that examine the impact of ESG during the first quarter when markets fell precipitiously because of the coronavirus pandemic. [...]

SWM ETF portfolio fact sheets, August 2020: ESG ETFs continue to shine August 2020 was a very strong month for SWM’s ETF portfolios with ESG/sustainability focus. Our equity and multi-asset [...]

SWM ETF portfolio fact sheets, July 2020: major gains across the board July 2020 was a near-record month for SWM’s ETF portfolios with ESG/sustainability focus. All our strategies posted very [...]

SWM ETF portfolio fact sheets, June 2020: further gains across the board All five of our ETF portfolios showed further gains during June. Our equity overweight since April has led to between 3% [...]

“the future is not what it used to be” We are pleased to share the latest edition of our Investment Insights. we increased our equity weightings to “overweight” in early [...]