Patrick Schramm, Head of National Accounts for VanEck, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm builds model portfolios designed for robust long-term results.
VanEck has been in the asset management business for over 70 years. Schramm notes that the firm has a unique approach to markets, with a long-term view. Many allocators and advisors have been asking VanEck for a way to combine its funds and ideas into a thoughtful portfolio.
Over the last four years, VanEck has built a unique and robust set of ETF model portfolios. There are a variety of use cases, including broad asset allocation models that include stocks, bonds, and real assets, with the option for advisors to add an allocation to bitcoin. Model portfolio designs also include income, completion portfolios, satellite exposures, and allocations to real assets.
VanEck’s model portfolios are open architecture, including ETFs from VanEck and other asset managers. The model portfolios are built using a combination of qualitative and quantitative processes with a focus on long-term results rather than tactical positioning.
The model portfolios are available on the Schwab model marketplace, as well as popular TAMPs, including Envestnet and AssetMark.
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