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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.

one

What's the global
"Big Picture?"

By understanding Global Market trends, out ETF managers find the perfect products to reach your investment goals. Learn more.

two-2

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.

three

How should we allocate assets?

Our "core" and "satellite" portfolios allow us to capitalize on short-term opportunities and longer-term trends. Learn more.

four

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.

one

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?

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two-2

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.

Book a free portfolio review

QUANTITATIVE GLOBAL MACRO-ECONOMIC RISK Factors our model considers

RETURNS RELATIVE TO HISTORIC NORMS

How is the market performing in comparison to past performance? Is it doing better, or doing worse? What does that mean for your investments?

MATURITY OF THE CURRENT MARKET CYCLE

An analysis of the current market cycle can help identify areas of opportunity at the markets react to new innovations, new products, or new regulatory environments.

WHAT DIRECTION INFLATION IS TRENDING

Up, down? Down, up? By measuring inflation trends, we can help identify the right products, markets, and time frames for your investments.

DIRECTION RISK PREMIUM IS TRENDING

How will your rate of return perform in relation to other portfolios in a risk market? How do these risks affect the global market and your investments as a whole?

YIELD CURVE ANALYSIS

Worried about the economic downturn? How do you manage change through the swell and contraction of global economic activity?

CURRENCY FLUCTUATION RATES & TRENDS

We analyze the way that currency fluctuation rates and trends affect the global markets, national economy, and most importantly, how these trends will affect you. 

SHORT TERM SEASONAL IMPACTS

There is a season for everything, isn't that what they say? Understanding the effect of short term seasonal impacts helps to keep your investments secure.

DIRECTION OF GLOBAL CAPITAL FLOW

East, West, North, South? What new and emerging markets are turning investors heads? In our global economy, you've always got to follow the money.

three

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.

Find out now
CORE ETFsSATELLITE ETFS
Broadly diversified global ETF investmentsTactical global ETF investments
Performance is influenced by longer-term factorsPerformance is influenced by short-term factors
Better suited for longer term investment strategiesDefined by higher-risk-return characteristics
Held for more than a yearHeld for shorter periods of time

EXAMPLES OF HOW CORE AND SATELLITE PORTFOLIOS ARE CONSTRUCTED

LOW MARKET RISK
AGGRESSIVE ALLOCATION

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MODERATE MARKET RISK
BALANCED ALLOCATION

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sat-medium-risk

HIGH MARKET RISK
PRESERVE CAPITAL

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sat-high-risk
responsible-investing
four

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.

  • 1 Cost
  • 2 Fidelity to mandate
  • 3 Structural risks
  • 4 Liquidity
  • 5 Volatility
  • 6 Quality of fund manager
  • 7 Turnover
  • 8 Futures of leverage use
  • 9 Tracking error
Are ETFs right for you?
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