ETF Strategy

Designed to actively seek intermediate- and long-term capital appreciation appropriate for the investor’s Risk Number, this strategy focuses on an allocation to global ETFs, which offer the most potential to accumulate wealth

Overall, CLS’s ETF Strategy seeks to build a focused portfolio that utilizes broad market segment tilts (such as growth, large-cap, or emerging markets) intended to follow CLS’s core investment themes. CLS will typically allocate these portfolios among up to six global ETFs to allow for diversification and keep the portfolio in line with the specified Risk Number.

CLS considers ETFs to be an ideal complement to our Risk Budgeting Methodology because of their multitude of potential benefits, including transparency, intra-day trading, lower cost, diversification, and more.

Explore Sample IPS Documents