Illuminate automatically keeps your investments on track through strategic rebalancing. Your portfolio is rebalanced whenever an asset class drifts 5% or more from its target allocation. Additionally, we conduct scheduled rebalances twice yearly (June and December) to align with the underlying MSCI Paris-Aligned Climate Benchmark methodology. These semi-annual updates ensure your portfolio reflects the latest assessment of companies meeting or exceeding Paris Aligned Benchmark (PAB) requirements. Companies may be added or removed from the benchmark as their climate commitments and performance evolve, keeping your investments aligned with leading energy transition standards.
This disciplined approach helps maintain your desired level of risk and keeps your investment strategy aligned with your financial goals without requiring any action from you.
