ETF PM reports performance for three passive core portfolios comprised of leading ETFs from Vanguard and iShares: Income, Income & Growth, and Growth. These strategic indexing solutions present an important starting point for all investors.
Growth Benchmark (eMAC)
We based this efficient multi-asset class (eMAC) portfolio on David Swensen’s recommendation in “Unconventional Success” and his revisions. Swensen’s performance managing Yale University’s multi-billion dollar endowment fund is leading Wall Street in many respects and his views have significantly broadened the industry’s perception of proper diversification.
ETF PM was responsible for the asset allocation of the income portfolios, and we had full discretionary authority over the selection of investments.
Asset Allocation & Performance
To improve diversification and reduce risk, we also provide active absolute return strategies.
The investable benchmarks provide a range of strategic core portfolios. See our disclosures for additional information.