INVESTMENT RESOURCES

Model Information

• Model Portfolio Holdings
• Model Portfolio Overviews
• Guide to Choosing the Appropriate Model Type
• XYIS Investment Philosophy + ESG Approach

Market Commentary

• 2021 Q2 Quarterly Market Commentary
• 2021 Q1 Investment Commentary
• 2020 Q4 Investment Commentary
• 2020 Q3 Investment Commentary
• 2020 Q2 Investment Commentary
• 2020 Q1 Investment Commentary

Morningstar

• CORE | Morningstar
• TRACKER | Morningstar
• CORE WITH DFA | Morningstar
• CORE ALL DFA | Morningstar
• CAUSE NTF | Morningstar
• KICK START | Morningstar