Thursday, October 27, 2016

DOL & ETF Global® Dynamic Model Portfolios

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

Thank you for reading ETF Global Perspectives!

ETFG 21 Day Free Trial

Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.