Thursday, October 27, 2016 – We will shortly be operating in yet another new era – that of the DOL Fiduciary Rule. Come April 10th of next year, the standard will have changed for those that steward capital on behalf of clients in ERISA accounts.
As just one of the effects that this new rule is having is that many Advisors are seeking low-cost, well-constructed strategies to deploy into ERISA accounts - a portfolio of ETFs can definitely serve that purpose. We have been helping many Advisors with our ETF Global® Dynamic Model Portfolios.
Each of the 4 Base (and 8 Tilt) ETFG Dynamic Portfolios is comprised of the top ETFs as ranked by the ETF Global Quant model. These portfolios rebalance and reconstitute quarterly. The universe of U.S. Listed, equity ETFs is reviewed by the ETFG Quant model and represents the broadest range of industry groups, sectors and geographic regions.
Key Factors include:
· Dynamic Selection Process
· Algorithm-Generated Smart Beta Models
· Risk-Adjusted Portfolios
· Portfolio Flexibility to Meet Client Needs
Program Overview: ETF Global Dynamic Model Portfolios - Overview
Historical Performance: ETFG Dynamic Model Portfolio Performance through 3Q 2016 - 10.4.16
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