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Values-Focused Investment Solutions

Custom Quantitative Investment Solutions

At Crossmark, we have over 30 years of experience creating quantitative solutions for institutional consultants and clients.

Client Specific Customization

Your clients have defined their values, but how do they align their investments with those beliefs? We work with consultants and clients to develop consistent, measurable, and replicable guidelines that will satisfy a myriad of investment objectives and restrictions.

Faith

Assemblies of God, Baptist, Catholic/ USCCB, United Methodist Church, Latter Day Saints

Business Activities

Mature Content, Alcohol, Animal Welfare, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Firearms, Pharmaceuticals, Tobacco

Environmental

Carbon Intensity, Climate Change, Nuclear Power, Coal, Oil & Gas

Governance

Gender Focus, Bribery & Fraud, Governance Structure

Impact

Proactive selection of equities which meet the requirements defined by the client

Social

Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights

Our Investment Process

You select the benchmark or allocation and tell us your constraints. We take it from there. Our optimization process works to control the risk of a client’s custom investment universe and objectives against many different benchmarks.

Where Our Investment Process Fits

Whether your client wants a cap-weighted, style or blended benchmark portfolio, we work with a wide variety of allocations both domestic and international. Let us help you find the right index benchmark to fit your firm’s and clients’ investment thesis.

The Crossmark Commitment

Our investment process is truly customized, and we value our relationships with clients and consultants. This is why we provide a dedicated portfolio manager and client service associate for each account. No matter the constraints or level of customization a client requires, we do not add additional charges to our standard fee schedule.

Institutional Team Contact Info