Separately Managed Accounts
Managed ETF Portfolio – Income
Investment Objective
To generate long-term growth of capital through market appreciation and income generation.
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 globally diversified, actively-allocated multi-asset class collection of ETFs with a focus on income generation.
25% - 55% 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 generate long-term growth of capital through market appreciation and income generation.
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 globally diversified, actively-allocated multi-asset class collection of ETFs with a focus on income generation.
25% - 55% 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.