This strategy is designed for investors seeking to outperform traditional asset allocation models on a risk-adjusted basis in all economic environments.
Objective
The objective of this strategy is to outperform a Composite Index comprised of 35% Russell 3000, 35% MSCI ex US, and 30% Barclays Capital US Aggregate Bond Index with equal or less risk. In lieu of using mutual funds, this portfolio utilizes global Exchange-Traded Funds to capitalize on specific market sectors while reducing some of the fees and taxes associated with mutual funds. Current asset classes in the fund universe include: domestic and foreign fixed income, real-estate, commodities, and domestic and foreign equities.
Selection Process
The investment selection process commences with multiple filters to determine, in our view, the best universe of ETFs to achieve the portfolio's risk objective. The process continues using Smart PortfoliosTM Dynamic Portfolio OptimizationTM (DPO) process to select what we believe to be the optimal combination of ETFs to maximize risk-adjusted returns. DPO is the state-of-the-art asset allocation methodology based on Dynamic Market Theory.
Portfolio performance is monitored using Smart PortfoliosTM proprietary risk management tools, which drives our dynamic portfolio rebalancing. This strategy is designed for investors seeking to outperform our benchmark on a risk-adjusted basis.
This strategy is designed for investors seeking to outperform the moderately conservative asset allocation indices and involves traditional more defensive and income oriented equity ETFs (plus a mix of various moderate assets).
Objective
The Smart PortfoliosTM Moderately Conservative Allocation Strategy is a risk-managed portfolio focused on delivering investors steady long-term growth. The objective of this strategy is to outperform a composite index comprised of 35% Russell 3000, 35% MSCI ex US, and 30% Barclays Capital US Aggregate Bond Index with equal or less risk. In lieu of using mutual funds, this portfolio utilizes global Exchange-Traded Funds to capitalize on specific market sectors while reducing some of the fees and taxes associated with mutual funds. Current asset classes in the fund universe include: domestic and foreign fixed income, real-estate, commodities, and domestic and foreign equities.
Selection Process
The investment selection process commences with multiple filters to determine, in our view, the best universe of ETFs to achieve the portfolio's risk objective. The process continues using Smart Portfolios’ Dynamic Portfolio OptimizationTM (DPO) process to select what we believe to be the optimal combination of ETFs to maximize risk-adjusted returns. DPO is the state-of-the-art asset allocation methodology based on Dynamic Market Theory.
Portfolio performance is monitored using Smart PortfoliosTM proprietary risk management tools, which drives our dynamic portfolio rebalancing. This strategy is designed for investors seeking to outperform our benchmark on a risk-adjusted basis.
This strategy is designed for investors seeking to outperform traditional asset allocation models on a risk-adjusted basis in all economic environments using tenants of Environmental, Social, & Governance (ESG) investing principals.
Objective
The objective of this strategy is to outperform a Composite Index comprised of 35% Russell 3000, 35% MSCI ex US, and 30% Barclays Capital US Aggregate Bond Index with equal or less risk. In lieu of using mutual funds, this portfolio utilizes global Exchange-Traded Funds to capitalize on specific market sectors while reducing some of the fees and taxes associated with mutual funds. Current asset classes in the fund universe include: domestic and foreign fixed income, real-estate, commodities, and domestic and foreign equities.
Selection Process
The investment selection process commences with multiple filters to determine, in our view, the best universe of ETFs to achieve the portfolio's risk objective consistent with ESG principals. While screening the universe of Exchange-Traded Funds, special attention is given to ensure that Environmental factors, Socially responsible factors, and corporate Governance factors are included in both bottom-up rankings and negative filters. Additional screening is done to ensure adequate liquidity of investment choices remain to meet dynamic risk-management requirements.
The process continues using Smart PortfoliosTM Dynamic Portfolio OptimizationTM (DPO) process to select what we believe to be the optimal combination of ETFs to maximize risk-adjusted returns. DPO is the state-of-the-art asset allocation methodology based on Dynamic Market Theory.
Portfolio performance is monitored using Smart PortfoliosTM proprietary risk management tools, which drives our dynamic portfolio rebalancing. This strategy is designed for investors seeking to outperform our benchmark on a risk-adjusted basis.