Scott Welch, CIO and Professor Jeremy Siegel, Senior Investment Strategy Advisor at WisdomTree expand the firm’s Model Portfolio offerings to help advisors grow and better serve their clients.
WisdomTree’s Modern Alpha® ETF model portfolios are designed to harness the upside potential of active management, while maintaining the cost efficiency and transparency of passive investing. Challenging the traditional 60/40 approach, WisdomTree’s suite of ETFs and ETF model portfolios aim to help advisors outperform in a rapidly changing market environment.
For example, the Siegel-WisdomTree Longevity Model Portfolios, developed in collaboration with Wharton Professor Jeremy Siegel, capture long-term investment themes such as stocks for the long run, increased longevity, and lower interest rates for the considerable future and aims to manage risk, while generating a higher level of income than the 60/40 approach. Going beyond market-cap weighted indexes, the firm’s model portfolios allow advisors to access global markets based on WisdomTree’s investment expertise, while effectively managing client needs.
As a response to the growing number of challenges facing advisors, WisdomTree launched their Advisor Solutions program in 2017. Designed to help advisors grow and operate their business more efficiently, the online platform combines investment research, portfolio construction tools, ETF model portfolios and wealth management technology. WisdomTree’s Portfolio Construction Services provide access to a team of asset allocation experts, as well as on demand digital analysis tools. Through the advisor solutions portal, advisors can stress test different market scenarios and compare portfolios side-by-side to evaluate risk and predict potential returns. The open architecture tool includes more than 25,000 mutual funds and ETFs.
Recently, WisdomTree was announced as one of several key asset managers selected to join Merrill Lynch’s investment advisor platform. The WisdomTree-Siegel Taxable and Tax Aware Model Portfolios will be available to Merrill financial advisors in a continuous effort to widen advisor choice and better serve their clients’ evolving needs and goals.
Since launching their first ETF in 2006, WisdomTree has become one of the largest exchange traded product sponsors in the industry. The firm’s suite of ETFs cover U.S., international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree is a publicly traded company and manages roughly $41.8 billion in assets.
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