Active Managed ETF Portfolios
Active Managed ETF Portfolios offer a selection of multi-asset class solutions constructed exclusively with exchange-traded funds. Solutions include domestic, international and emerging market equities, fixed-income, real estate, and commodities. See a sample list.*
These turnkey investments seek to provide broad market diversification with risk-based portfolio construction, built-in rebalancing, and enhanced tax management capabilities. A dedicated team continually monitors the changing world of ETFs, analyzing their relative attractiveness for potential inclusion in the models.
Four diversified ETF portfolios seek to address the needs of many different investors:
- Aggressive portfolio
- Moderate portfolio
- Conservative portfolio
- All-equity portfolio
View the risk-based portfolio allocations.
Two yield-oriented portfolios are designed for investors in need of income:
- Income – Conservative Allocation
- Income – Aggressive Allocation
View the income-oriented portfolio allocations.