ETF Model Portfolios

We analyzed the current market concerns and believe targeted exposure to beneficiaries of bottlenecks related to key structural themes remain critical, but believe a barbell approach to risk is warranted, focusing on portfolio diversification.

This blog post outlines the diversification benefits thematic equity can provide and tools that can assist financial advisors.

Portfolio consulting can help advisors understand how to implement a thematic approach that is tailored to their book of business.

Absolute performance was strong across the Core Series Portfolios.

Thematic equity provides differentiated exposures that can complement a diversified portfolio.