SMART (Sustainability Metrics Applied to Risk Tolerance)®
Unified Managed Accounts (UMA)
Available on Multiple Custodial Platforms


With our SMART Unified Managed Accounts, your clients can access institutional quality climate-focused asset allocation models.

Key Benefits:

  • Strategies that incorporate physical climate risk and adaptation alongside more traditional ESG integration strategies
  • Market leading tax overlay capabilities from Natixis, including customized transition management
  • World class managers and boutique and emerging managers not normally accessible in a UMA
  • Core holdings, tailored for risk tolerance and designed for above average returns
  • Four risk iterations and an all-equity model

Download our Brochure