Our Investment Philosophy
Risk & return are inseparable. Although there is no such thing as return without risk, not all risks are rewarded. Historical risk and return data play a significant role in our investment selection process, and our ETF model portfolios seek to capture the historical risk factors that have appropriately compensated investors for risks taken, including: market; size; value; and momentum for equity. Then, term and default risk for fixed income.
Diversification is essential. Diversification within and among asset classifications allows investors to effectively capture the returns offered by the financial markets, in accordance with their risk capacity.
Risk & return are inseparable. Although there is no such thing as return without risk, not all risks are rewarded. Historical risk and return data play a significant role in our investment selection process, and our ETF model portfolios seek to capture the historical risk factors that have appropriately compensated investors for risks taken, including: market; size; value; and momentum for equity. Then, term and default risk for fixed income.
Diversification is essential. Diversification within and among asset classifications allows investors to effectively capture the returns offered by the financial markets, in accordance with their risk capacity.