Advisors can choose from five differentiated portfolio strategies from leading providers in order to further customize client portfolios. The five portfolio strategies are summarized as follows:
Betterment: Betterment selects low-cost, highly liquid, index-tracking ETFs to construct a globally diversified portfolio. The Betterment portfolio uses a wider set of market and growth factors - specifically emerging markets and small-cap companies - relative to a pure market-cap weighted index.
Betterment SRI: Betterment's Socially Responsible Investing (SRI) portfolio helps you invest in a low-cost, globally diversified portfolio that reduces your exposure to companies with low social, environmental, and governance impact.
Goldman Sachs Asset Management: GSAM’s ETF asset allocation portfolios provide exposure to core stocks and bonds as well as diversifiers, such as emerging markets and REITS, using low-cost, liquid ETFs. These portfolios use an established, factor-based approach designed to balance risk across multiple sources of return.
Vanguard: Vanguard’s ETF strategic model portfolios are derived from global market cap weights. They include exposure to U.S. and international equities and global investment-grade bonds, encompassing more than 19,000 global stocks and bonds, using low cost index-tracking exchange-traded index funds.
BlackRock: The BlackRock Target Income portfolios are designed for investors seeking a low risk alternative to the Betterment portfolio. This is a 100% bond portfolio with different income targets that seeks to provide steady income with low risk.
You can learn more by going to www.bettermentforadvisors.com/portfolio.