The Adaptive ETF Strategy
The Adaptive Global ETF Strategy® combines team wisdom with computer-aided risk modelling to evaluate specific ETF products. The end result is a repeatable and reliable process that helps your investments perform in a rapidly changing world.
Success is not a one-time effort.
Our four-part active management process helps us adjust our holdings in types of ETFs and individual ETF products. It's a continuous cycle, where our objective is your investment success.
What's the global
"Big Picture?"
By understanding Global Market trends, our ETF managers find the perfect products to reach your investment goals. Learn more.
What's likely
to perform well?
We rank risk and model performance for all our ETF products so you understand
what you're investing in. Learn more.
How should we allocate assets?
Our "core" and "satellite" portfolios allow us to capitalize on short-term opportunities and longer-term trends. Learn more.
Which ETF's will achieve our goals?
With a 9-point test, we can determine which ETFs should be candidates for inclusion in our client portfolios. Learn more.
GLOBAL MACRO-ECONOMIC FORECASTING What's the global big picture?
Our team of portfolio managers meets regularly to discuss global issues and review reports and research. In addition, we regularly engage third parties with expertise in particular countries and markets to offer insight and provide research reports.
By understanding global markets through macro-economic forecasting, you'll get the big picture of how your investments might perform in a worldwide economy. This helps us make the best investment decisions for your portfolio and your goals.
Want to be informed on the latest highlights, trends, analysis and commentary from our strategists?
QUANTITATIVE GLOBAL MACRO-ECONOMIC RISK What's likely to perform well?
Our proprietary technology ranks risk and models performance by country, index, sector and commodity. This provides answers to four important questions: what is performing now and likely to continue performing in the future? What is performing now but is likely to underperform in the future? What is not performing now but is forecast to improve? And what is predicted to stay an under-performer?
A quantitative risk analysis means we're thinking about your investments now, and into the future. You'll benefit from a thought-process that's committed to modelling success across time, rather than focusing on a snapshot of the market as it is today.
Let us help you invest in a better future. Find out how your portfolio is performing, for free.
PORTFOLIO CONSTRUCTION How should we allocate assets in our portfolio?
We designate assets in the portfolio as "core" and "satellite," and allocate types and proportions of ETF holdings according to the macro-economic outlook and risk analysis we've conducted. This lets us take advantage of short-term opportunities and longer-term trends without exposing investors to undue risk.
Want to find out more about ETFs? We'll help you decide what product is right for your investment goals in a few easy steps.
| CORE ETFs | SATELLITE ETFS |
|---|---|
| Broadly diversified global ETF investments | Tactical global ETF investments |
| Performance is influenced by longer-term factors | Performance is influenced by short-term factors |
| Better suited for longer term investment strategies | Defined by higher-risk-return characteristics |
| Held for more than a year | Held for shorter periods of time |
EXAMPLES OF HOW CORE AND SATELLITE PORTFOLIOS ARE CONSTRUCTED
LOW MARKET RISK
AGGRESSIVE ALLOCATION
MODERATE MARKET RISK
BALANCED ALLOCATION
HIGH MARKET RISK
PRESERVE CAPITAL
ETF SELECTION Which ETFs will achieve our allocation goals?
Not all ETFs are created equal, so we evaluate every ETF using a 9-point test to determine if it's a candidate for inclusion in our portfolios. Our rigorous testing and ETF selection process means that the quality of your portfolio isn't left to chance.
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