Wednesday,
June 7, 2017
– ETF Global has partnered with HedgeCoVest LLC to add four new
institutional-quality strategies to the HedgeCoVest Managed Accounts Platform
and the SMArt Xchange (‘SMArtX’), a unified managed accounts platform available
exclusively to SS&C Advent clients. The relationship with HedgeCoVest will
offer access to the ETF Global®
Dynamic Model Portfolios for Wealth Advisors utilizing the HedgeCoVest
and SMArtX platforms.
“Inclusion on the HedgeCoVest
platform continues our path of strategic expansion in the products and services
offered while maintaining our unwavering commitment to delivering the best
research, data and solutions in Exchange-Traded-Funds. We look forward to working with the entire
team to deliver these strategies to leading Financial Advisors” said Chris
Romano, Director of Research at ETF Global.
Utilizing
its proprietary trading technology, HedgeCoVest allows clients to allocate in
real-time to ETF
Global's four “Base” strategies in
a separately managed brokerage account. HedgeCoVest offers Advisors real-time performance reporting and intra-day
liquidity for both traditional and alternative strategies, while taking
advantage of the security and transparency of a managed account.
“We are excited to expand the
selection of investment strategies available to Advisors, while remaining
consistent with our approach of delivering high levels liquidity, transparency
and security in the investment process,” said Evan Rapoport, CEO of
HedgeCoVest. “Our vision and commitment to the highest industry standards are
shared by ETF
Global and we look forward to working
with them to provide Advisors with these Model Portfolios of
Exchange-Traded-Funds.
All four of the ETF Global® Dynamic Model Portfolios are now
available through HedgeCoVest and its white-labeled SMArtX platform, including Aggressive Global Growth, Moderate Global
Allocation, Balanced Global Growth & Income and Conservative Global Income strategies.
About ETF Global
ETF
Global® (ETFG®) is a leading, independent provider of data, research,
investment decision support applications, proprietary risk analytics and
educational offerings for Exchange-Traded-Products. The ETFG research platform, which is driven
by the ETFG Multi-Factor, Quantitative Model (ETFG Quant), supports the overall
investment process with a variety of strategies and applications to pursue
return, manage risk, utilize investment analysis and generate investment ideas.
ETF
Global services three primary client communities:
·
Investment Professionals: Financial Intermediaries,
Financial Advisors, Investment Consultants, Financial Planners, Insurance
Professionals, Annuity Professionals, Certified Public Accountants, Attorneys,
Private Bankers, Private Wealth Managers
·
Capital and Middle Markets:
Capital Markets Desks, Trading Desks, Execution Management Systems,
Order Management Systems, Algorithmic Trading Firms, Liquidity Providers
·
Institutional Investors: Asset Owners and Managers,
Pension Funds, Endowments, Foundations, Family Offices, Hedge Funds, Mutual
Funds, Commercial Banks, Insurance Companies, Broker-Dealers, Private Banks
Founded
in 2011, the firm is headquartered in New York and maintains offices in both
New York City and Pittsburgh, PA. More
information about ETF Global and our services, applications and products is
available throughout our site, here at www.etfg.com.
About HedgeCoVest LLC
HedgeCoVest is the creator of an
award-winning, real-time investment platform that revolutionizes the
managed-accounts industry. HedgeCoVest’s proprietary trading technology
empowers wealth advisors with traditional and alternative institutional
investment management in unified managed accounts, while providing liquidity,
transparency, security, and flat fees.
About the SMArt Xchange
The SMArt Xchange (“SMArtX”) is a
next generation unified managed accounts platform open exclusively to clients
of SS&C Advent. SMArtX combines HedgeCoVest’s proprietary trading and
managed accounts technology with SS&C Advent’s powerful suite of tools for
wealth advisors.
Thank you for reading ETF Global Perspectives!
_____________________________________________________________
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,
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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.
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. Where an investment
is described as being likely to yield income, please note that the amount of
income that the investor will receive from such an investment may
fluctuate. Where an investment or security is denominated in a different
currency to the investor's currency of reference, changes in rates of exchange
may have an adverse effect on the value, price or income of or from that
investment to the investor.
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