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Classification investment focus/Investment Approach
1. General company focus/not relevant (plain vanilla)
1.1. General not specified (default)
1.2. Market Cap Focus
1.2.1. All-Cap
1.2.2. Blue Chips
1.2.3. Midcap
1.2.4. Small-Cap
1.2.5. Microcap
1.2.6. Miscellaneous
1.3. Quality Factors
1.3.1. Financial Quality
1.3.1.1. Constant Dividend
1.3.1.2. Dividend Growth
1.3.1.3. Earnings
1.3.1.4. Momentum
1.3.1.5. Book Value
1.3.1.6. Growth
1.3.1.7. Conservative
1.3.1.8. Miscellaneous Quality
1.3.2. Qualitative Factors
1.4. Enhanced Indexing (Smart Beta)
1.4.1. Dynamic Indexing
1.4.1.1. Alternative weighting schemes
1.4.2. Enhanced cash
1.4.3. Index construction enhancements
1.4.4. Exclusion rules
1.4.5. Trading enhancements
1.4.6. Portfolio construction enhancements
1.4.7. Tax-managed strategies.
1.4.8. Miscellaneous enhancements
2. Strategy (outcome-oriented)
2.1. Risk-Based
2.1.1. Mean-Variance
2.1.2. Risk control
2.1.3. Risk Parity
2.1.3.1. One risk factor
2.1.3.2. Two risk factors
2.1.3.3. Three risk factors
2.1.3.4. Four risk factors
2.1.3.5. Five and more risk factors
2.2. Return-based
2.2.1. Absolute Return
2.2.2. Real-Return
2.2.3. Miscellaneous return-based
2.3. Efficient portfolios
2.3.1. Optimized Mean-Variance
2.3.2. Maximal Sharpe ratio
2.3.3. Miscellaneous efficiency approaches
3. Responsible Investing
3.1. Sustainable SRI
3.1.1. SRI Strategy
3.1.2. Social (with SRI exclusion as sub-criteria)
3.1.3. Environmental (with SRI exclusion as sub-criteria)
3.1.4. Country exclusion (with SRI exclusion as sub-criteria)
3.2. Impact Investment
3.2.1. Social Impact
3.2.1.1. Medical research
3.2.1.1.1. Cancer research
3.2.1.1.2. Diabetes research
3.2.1.1.3. Miscellaneous medical research
3.2.1.2. Microfinance
3.2.1.3. Social entrepreneurship and Solidarity
3.2.1.4. Venture philanthropy
3.2.1.5. Fairtrade
3.2.1.6. Women education/rights
3.2.1.7. Miscellaneous social impact
3.2.2. Environmental and ecological
3.2.2.1. Water protection and sanitation
3.2.2.2. Energy-saving/efficiency
3.2.2.3. Sustainable agriculture
3.2.2.4. Cleantech
3.2.2.5. Forestry protections
3.2.2.6. Carbon efficiency
3.2.2.7. Environmental and ecological focus
3.2.2.8. Miscellaneous Environmental impact
3.3. Sustainable with ESG measures
3.3.1. Excellent ESG rating (minimal 90% of maximal points achieved)
3.3.2. At least good ESG values (minimal 75% of maximal points achieved)
3.3.3. At least satisfying ESG rating (minimal 50% of maximal points achieved)
3.3.4. Other ESG qualification
3.4. Miscellaneous in sustainability
4. Thematic investments
4.1. Faith-based
4.1.1. Sharia-compliant
4.1.2. Christianity compliant
4.1.3. Miscellaneous religious
4.2. Social changes
4.2.1. Healthy living/lifestyle
4.2.2. Obesity
4.2.3. Demographics-Emerging world
4.2.4. Global Consumer Trends
4.2.5. Global Brands
4.2.6. Miscellaneous social changes
4.3. Changes in technological/regulatory environment
4.3.1. Media, Technology And Mobile
4.3.2. Legal changes
4.3.3. Carbon Trading
4.4. Miscellaneous in Changes of the technological/regulatory environment
4.5. Miscellaneous in thematic investment
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