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Active Managed
ETF Portfolios
Active Managed ETF Portfolios offer simple, low-cost asset
allocation solutions for separate account investors. These
strategic, broadly diversified asset allocation portfolios
target either a certain risk or income level. They can be
used either alone as a complete solution or with other complementary
asset classes.
We offer six portfolios of exchange-traded funds with strategic
allocations inspired by the work of indexing pioneer, Dr.
Burton Malkiel, author of A Random Walk Down Wall Street.
- Four risk-based portfolios
- Two income-oriented portfolios
Each portfolio holds between 5 and 20 ETFs and is constructed
to provide broad diversification across various asset classes,
including domestic and international equities, fixed-income
and REITS. Fixed-income portfolios are duration-managed and
all portfolios feature disciplined rebalancing to help address
performance variances among portfolio segments, and ongoing
monitoring and due diligence. And, as with Active’s Equity
Strategies, these portfolios provide a measure of tax-management
and personalization consistent with a separately managed account
structure.
| Managed
ETF Portfolios |
| ActiveSM Conservative
Managed ETF |
| ActiveSM Moderate
Managed ETF |
| ActiveSM Aggressive
Managed ETF |
| ActiveSM All-Equity
Managed ETF |
| ActiveSM Income-Conservative
Managed ETF |
| ActiveSM Income-Aggressive
Managed ETF |
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