Separately Managed Accounts
Managed ETF Portfolio – All Equity
Investment Objective
To maximize returns over the long term through consistent participation in equity markets.
Investment Team
The portfolio is managed by the Managed ETF Management Team, a group of tenured research professionals who oversee and implement the strategy’s systematic investment process.
Composition
The portfolio is a diversified, actively-allocated collection of equity ETFs primarily comprising U.S. securities, with a portion invested in non-U.S. securities as well. At least 90% of the portfolio is expected to be invested in equity ETFs, while non-U.S. exposure is expected to range from 10% - 40% of the portfolio.
90% - 100% Equities
Investment Process
The portfolio takes a strategic approach to asset allocation complemented by tactical adjustments as opportunities allow. A data-driven process is used to adjust the portfolio’s asset allocation on a top-down basis in response to changing economic and market conditions. The ETF Portfolio Management Team constructs indicators to estimate the risk/reward profiles of a wide range of asset classes and market segments. These indicators seek to capture the key drivers of investment returns: economic activity, valuation, sentiment and liquidity conditions. Once the desired investment mix is established, ETFs are selected based on market exposure, structure, and cost of ownership (expense ratios, trading costs, etc.) to achieve the target asset allocation.
Investment Objective
To maximize returns over the long term through consistent participation in equity markets.
Investment Team
The portfolio is managed by the Managed ETF Management Team, a group of tenured research professionals who oversee and implement the strategy’s systematic investment process.
Composition
The portfolio is a diversified, actively-allocated collection of equity ETFs primarily comprising U.S. securities, with a portion invested in non-U.S. securities as well. At least 90% of the portfolio is expected to be invested in equity ETFs, while non-U.S. exposure is expected to range from 10% - 40% of the portfolio.
90% - 100% Equities
Investment Process
The portfolio takes a strategic approach to asset allocation complemented by tactical adjustments as opportunities allow. A data-driven process is used to adjust the portfolio’s asset allocation on a top-down basis in response to changing economic and market conditions. The ETF Portfolio Management Team constructs indicators to estimate the risk/reward profiles of a wide range of asset classes and market segments. These indicators seek to capture the key drivers of investment returns: economic activity, valuation, sentiment and liquidity conditions. Once the desired investment mix is established, ETFs are selected based on market exposure, structure, and cost of ownership (expense ratios, trading costs, etc.) to achieve the target asset allocation.