See What’s Possible
with Smart Solutions
Change the investing paradigm with ETFs that seek to deliver more of what investors are looking for: greater equity returns or higher income with less risk.
Smart Equity solutions are designed to generate equity market returns with a fraction of the risk. They are designed for conservative investors who need equity returns to power portfolio growth but can’t stomach equity volatility. Smart Equity Solutions may be used as a core equity position with a recommended target allocation of 30% of equities.
|Primary Goal||Equity Returns|
|Secondary Goal||Less Risk|
|Risk Profile||Very Low|
|Investor Profile||Risk Averse|
|Investor Objective||Equity Appreciation|
|Target Allocation||30% Equities|
Smart Alpha solutions are designed to outperform the market while maintaining a market risk profile. They are designed for investors with a higher risk tolerance who are looking to maximize returns, with the least amount of risk. Smart Alpha may be used as a source of portfolio alpha with a recommended target allocation of 10-25% of equities.
|Primary Goal||Maximum Alpha|
|Secondary Goal||Market Risk|
|Investor Objective||Maximum Growth|
|Target Allocation||10% - 25% Equities|
Smart Income solutions are designed to maximize income while minimizing risk. They are designed for conservative investors who want more income, but not more risk. Smart Income may be used as a fixed income replacement. We suggest considering a target allocation of 25% of fixed income.
|Primary Goal||Maximum Income|
|Secondary Goal||Minimum Risk|
|Investor Objective||High Current Income|
|Target Allocation||25% Fixed Income|
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