The firm, which describes itself as a specialized absolute return manager, has launched a dynamic investment platform that the firm claims “combines active absolute return strategies with strategic core portfolios in an effort to maximize return and client value.”
Absolute Return Strategies
ETF PM’s absolute return strategies seek to deliver positive returns in all market environments without using leverage. The firm’s investment focus is to provide “dynamic risk control, efficient portfolio rotation and global diversification in a comprehensive solution for active management,” according to the firm.
All of ETF PM’s strategies are offered in separately managed accounts that are held in custody at Schwab Institutional and invest in securities with daily liquidity and full transparency. The benchmarks for the firm’s active strategies are the Credit Suisse – Tremont Hedge Fund Index and the S&P 500.
ETF PM offers three passive core growth portfolios online
- Unconventional Core – a portfolio modeled after the recommendation from David Swensen, Chief Investment Officer at Yale University, in his book, Unconventional Success.
- Basic Core – a portfolio offering a larger allocation to foreign stocks and commodities, and a smaller allocation to real estate.
- Advanced Core – ETF PM’s passive growth portfolio with the largest exposure to commodities and emerging markets, and lower exposure to U.S. equities.
ETF Portfolio Management (ETF PM), with offices in New York and California, is a specialized absolute return manager. The portfolio manager’s quantitative rules-based strategy was first implemented in 2005 at a previous firm, and expanded in 2008 to include four investment models, according to the firm.
More information is available online at www.etfpm.com .
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