As an ETF strategist, our goal is to help financial advisers, institutions, endowments, and retirement plans improve their investment results. We are on forefront of creating passive and active-passive portfolio management solutions within the context of the Endowment Investment Philosophy®. We offer 2 categories of investment models for advisers to use with retirement plan clients or individual clients in UMA/SMA accounts:
Risk-Based Core Endowment Models
Our risk-based models are strategic Endowment models (Conservative/Moderate/Aggressive) are intended as core investment solutions designed to meet the needs of varying risk categories of investors. These globally-diversified, multi-asset models are comprised of cap-weighted domestic and international equities and fixed income ETFs along with alternative asset classes including hedge strategies, private equity, and real assets. All holdings are based upon the components within the Endowment Index®. The weights of the respective underlying asset classes and individual holdings are adjusted to fit the respective risk category. These models blend global equity and global fixed income ETFs with liquid alternative ETFs that target hedge strategies, private equity and real assets. The models are available for use on Mid-Atlantic Capital Group’s ModelxChange® platform.
Want to Learn More about our Risk-Based Endowment Models? Request more information on the form at the bottom of this page.
Building Block Asset-Class Models
Our flexible framework of 7 ETF based model solutions promote diversification among broad asset classes. Their modular design facilitates the implementation of the Endowment Investment Philosophy® allowing for the asset allocation to be weighted according to the adviser’s market viewpoint or client risk-based needs. The modular design also permits the individual models to be implemented within a client’s existing portfolio on an as-needed basis.
Our 7 ETF based model solutions that provide exposure to three broad asset classes: Global Equity, Global Income (Short Duration Fixed Income, Global Fixed Income and Global Multi-Asset Income) and Risk Managed/Liquid Alternatives (Hedge Funds, Real Assets and Private Equity). Each of these Models have been built using a core-satellite approach with market cap weighted indices as the core and alternative weighted indices used as satellites.
Each of the 7 Building-Block Models are made available to investment advisers through several turnkey asset management platforms for use in managing client accounts in separate or unified managed accounts. If you would like to learn how adding liquid alternative investments and our managed ETF solutions can be added to your client portfolios, contact ETF Model Solutions® for an introductory conversation.
Learn more about the benefits of working with an ETF strategist.
To Learn More about our Risk-Based Endowment Models:
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