ETF Models

Exchange Traded Funds (ETF) are the new building blocks of efficient portfolio construction. The great variety of asset exposures they provide, combined with low expense ratios, make ETFs a great tool for the modern portfolio manager in his/her quest for implementing either passive or active investment strategies. Good liquidity in most ETFs also helps reduce Market Impact Cost during strategy implementation and rebalancing. Additionally, available options contracts help manage risk when required.

Our ETF portfolios provide a cost efficient way to gain a diversified exposure to traditional asset classes. Our portfolios are actively managed in accordance with our investing philosophy and offer:

• Sector diversification
• Macro asset allocation
• Implementation of proprietary market timing model
• Foreign exchange hedging