Outcome-Based ETF Portfolios

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Outcome-Based ETF Portfolios Toroso Investments was designed to be an ETF research firm and when we build our ETF models it’s all about security selection for us. That’s really the niche that we really play is knowing under the hood what’s really in an ETF” Mike Venuto CIO Toroso Investments said at Inside ETFs 2019. Specifically Toroso Investments has a handful of outcome-based managed accounts with distinct outcomes to help investors with various investment goals.

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For example the Toroso Sector Opportunity Strategy tries to outperform the SP 500 Index while maintaining similar volatility with 80 of the portfolio focused on 5 US Sectors/Sub-Sectors that exhibit the opportunity to grow faster than the market. The remaining 20 tries to opportunistically enhance up and down market capture or collect implied volatility premium during sideways markets. The Toroso Target Income Strategy tries to produce targeted yields similar to owning individual bonds. By taking a barbell approach the strategy’s higher yielding securities is meant to drive the majority of the yield and the low risk portion is conservative. Meanwhile cash equivalents allow the portfolio to tactically increase allocations to higher yielding securities when markets permit. Resource by: https://torosoam.com/blog/outcome-based-etf-portfolios-to- meet-clients-investment-goals/

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