Step 1 of 5

Strategy & Philosophy

Name your fund, choose investment approach and asset classes, and decide on ESG screening.

ESG
ESG Integration
Environmental, Social & Governance screening
How ESG Screening Affects Your Fund
When enabled, the stock universe is filtered to only include companies with BBB rating or higher. This excludes approximately 15-25% of potential investments, focusing on companies with better sustainability practices.
EnvironmentalE
Carbon emissions, renewable energy, waste management
SocialS
Labor practices, diversity, community impact
GovernanceG
Board structure, ethics, transparency
Automatic Exclusions
Controversial Weapons Thermal Coal Tobacco UN Compact Violators
Step 2 of 5

Geographic Preference

Set your regional exposure preferences. The heat map shows fund concentration — blue = opportunity gap, red = crowded.

Global Fund Concentration
Based on 847 equity funds in your selected asset class
Fund Concentration
Gap
Crowded
No pref
Selected
Step 3 of 5

Risk Profile

Define your risk tolerance and cost assumptions for the synthetic fund.

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2
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Moderate
Balanced approach with manageable volatility
-20%
-5% (Conservative)-50% (Aggressive)
0.50%
0.1% (Low cost)2.0% (Premium)
Step 4 of 5

Select Holdings

Build your portfolio by selecting stocks and adjusting weights. Total must equal 100%.

Portfolio Holdings
Total: 100%
Auto-Rebalance: Adjusting one holding automatically redistributes others to maintain 100% total.
Suggested Stocks
Based on your preferences
Step 5 of 5

Review & Create

Review your synthetic fund configuration. Click any section to edit.