NDVR, a Boston-based advisor that combines technology and dedicated financial advisors to build and manage custom portfolios for high-net-worth investors, recently announced new capabilities that allow it to create hyper-customized portfolios reflecting the socially responsible investing values of individual clients. These new capabilities are part of the firm’s Unified Equity strategy, which includes direct indexing, active factors, tax-loss harvesting, and SRI. The company builds portfolios that directly reflect the values of its clients while targeting a combination of growth, volatility, and future cash-flow requirements. To incorporate SRI, NDVR will utilize data generated by the non-profit shareholder advocacy organization As You Sow's Invest Your Values screening platform. NDVR’s custom portfolios are designed to deliver what the firm calls Construction Alpha™, the aggregate performance enhancements expected from investment alpha, cost savings, and tax efficiency.

Finsum:NDVR, an advisor that offers customized portfolios through direct indexing, announced that its portfolios will now reflect the SRI values of individual investors.