Portfolio Update — Low Volatility Large Cap Stocks
Date
July 1, 2023
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In July 2023, we prepared a portfolio update for Xanara Advisors recommending an increased allocation to low volatility large cap stocks. The thesis emphasized their resilience during economic uncertainty and their role in sustainable investing. As part of the update, a 3% allocation shift into the iShares MSCI USA Min Vol Factor ETF (USMV) was recommended, balanced by reductions in small-cap growth and value fund exposurePortfolio update - Low volatili….
Scope of Work
Portfolio update and equity factor allocation strategy for a global wealth management firm.
Objective
To provide asset allocation guidance highlighting low volatility factor exposure as a defensive and sustainable strategy.
Client
Xanara Advisors
Client Location
Dubai, UAE
