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Note to Financial Product Salespeople on Investment Selection

BWA avoids investments in the following categories:

  • Products related to fossil fuels
  • Mutual funds with sales loads
  • Products or strategies that derive their returns primarily from financial engineering (leverage)

BWA does not meet with mutual fund wholesalers. We do our own diligence from source documents (e.g., prospectuses) and independent third-party information sources (e.g., Morningstar).

BWA has particular interest in the following categories:

  • Socially-mandated, market-rate strategies
  • Industry-specific private equity/venture where GPs have demonstrated sector expertise and a track record of success. We have previously recommended sector funds in the media, insurtech, and healthcare sectors