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.
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|