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STRATEGIES

MODEL
PORTFOLIOS

To help financial advisors and investors address their diverse needs, we offer our ETF and Tactical Allocation Model portfolio strategies in a range of equity and fixed income allocations. All our Model Portfolio strategies provide a range of exposure to domestic and international stocks and bonds.

MACROECONOMIC
CONTEXT

Our ETF and Tactical Allocation Model portfolios are managed in the context of the current market environment and consider the outlook for expected returns and expected volatility for asset sectors. We actively adjust allocation in portfolios based on independent and ongoing economic and securities research.

BROAD MARKET
EXPOSURE

Models are designed to capture the equity market basis, encompassing over 18,000 global stocks. Models are also designed with diversified investment-grade and high-yield bond exposure to capture market movement in interest rates over a universe of about 8,000 fixed income funds.

RISK-DEFINED
STRATEGIES

Using our proprietary Risk Scoring calculation, we can manage a portfolio to a specific risk tolerance level that matches the client’s appetite for risk in their investments.

LOW COST

We aim to keep expense ratios low across our model portfolios, with weighted average expense ratios as low as 0.05%.

MODEL PORTFOLIOS:

TACTICAL ALLOCATION SERIES

The Tactical Allocation series is our legacy series and invests portfolio assets in broadly diversified model portfolios that have the flexibility to allocate among a combination of asset classes, including mutual funds, ETFs and alternative assets for various investor risk portfolios.

GROWTH

RISK SCORE

69

RISK SCORE RANGE

60-75

GROWTH & INCOME

RISK SCORE

53

RISK SCORE RANGE

45-60

BALANCED

RISK SCORE

44

RISK SCORE RANGE

35-55

MODERATE

RISK SCORE

31

RISK SCORE RANGE

30-50

CONSERVATIVE

RISK SCORE

14

RISK SCORE RANGE

10-30

CORE SERIES

Our Core series invests portfolio assets in broadly diversified, low-cost ETFs. The model portfolios pursue a range of investment outcomes across a variety of asset classes and risk profiles.

AGGRESSIVE GROWTH

RISK SCORE

75

RISK SCORE RANGE

75-95

GROWTH

RISK SCORE

67

RISK SCORE RANGE

65-85

GROWTH & INCOME

RISK SCORE

55

RISK SCORE RANGE

45-65

MODERATE

RISK SCORE

45

RISK SCORE RANGE

25-45

CONSERVATIVE

RISK SCORE

28

RISK SCORE RANGE

10-30

CORE SECTOR SERIES

Our Core Sector series invests portfolio assets in broadly diversified, lower-cost industry sector ETF model portfolios that pursue a range of investment outcomes for various investor risk profiles.

AGGRESSIVE GROWTH

RISK SCORE

88

RISK SCORE RANGE

80-100

GROWTH

RISK SCORE

81

RISK SCORE RANGE

75-95

GROWTH & INCOME

RISK SCORE

69

RISK SCORE RANGE

55-75

MODERATE

RISK SCORE

56

RISK SCORE RANGE

45-65

CONSERVATIVE

RISK SCORE

35

RISK SCORE RANGE

25-45

INCOME SERIES

Our Income series seeks to produce income for various investor risk profiles by combining fixed income ETFs with dividend-paying equity ETFs.

GROWTH

RISK SCORE

74

RISK SCORE RANGE

65-85

GROWTH & INCOME

RISK SCORE

56

RISK SCORE RANGE

45-65

MODERATE

RISK SCORE

29

RISK SCORE RANGE

20-40

CONSERVATIVE

RISK SCORE

14

RISK SCORE RANGE

5-25

ESG SERIES

Our ESG series invests portfolio assets in ETFs that have strong ESG ratings. Investments are evaluated on a company’s financial standing as well as environmental, social, and corporate governance factors.

GROWTH

RISK SCORE

71

RISK SCORE RANGE

60-80

GROWTH & INCOME

RISK SCORE

58

RISK SCORE RANGE

45-65

MODERATE

RISK SCORE

45

RISK SCORE RANGE

35-55

CONSERVATIVE

RISK SCORE

26

RISK SCORE RANGE

15-35

A HISTORY OF SUPERIOR
PERFORMANCE

Many of our investment strategies and models have earned industry recognition and high rankings.

VIEW OUR AWARDS HISTORY
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