Application of Principles-Based Investing

 

Each of the Core Principles is woven into Ronald Blue Trust’s investment decision-making process. Portfolios are constructed to achieve an ideal exposure to different economic environments at reasonable risks. Hear from Ronald Blue Trust representatives and other experts about how we use Principles-Based Investing (formerly referred to as Principled Reasoning) to optimize our allocations and how we leverage Vident Financial solutions to embed principles into our investment portfolios.

Note: This video is provided as general information, and it is not intended as specific investment advice for any individual or organization.

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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**All financials are as of 12/31/23 and subject to change.
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