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How are professional motifs built and how are securities selected?

In an Impact Portfolio, your funds are invested across seven asset classes, optimized for your selected asset allocation. Click here to learn more about our Impact Portfolio investment methodology.

For general information on how motifs in our professional catalog are built and how securities are selected, you can view the Motif Construction Process.

For details on how we built a particular motif, go to the Overview page of the motif and click the “How We Built This Motif” link.