ETF managed portfolios are investment strategies that typically have more than 50% of portfolio assets invested in exchange-traded funds and, according to MorningstarAdvisor, represent one of the fastest-growing segments of the managed account universe.
ETF managed portfolios can offer exposure to a wide array of asset classes, including all-asset, equity, fixed income, balanced and alternative. They can also employ different portfolio management strategies depending on your investment needs. These portfolios also give investment professionals the ability to invest in broad asset classes and nimbly adjust allocations as needed, while also providing daily trading capability and better transparency that are characteristics of all ETF investing.
Newport's ETF Managed Portfolios allow capital allocators, advisers and individuals to access institutional-type diversification and hedge fund-type portfolio management through an account advised on by Newport but owned and controlled by the investor.
Tracking our systematic multi-asset indexes give you access to a long-only absolute return (hedge) fund style of strategy in the form of a liquid ETF Managed Portfolio. The diagram below illustrates the elements of the ETF Managed Portfolios that are drawn from traditional hedge (absolute return) fund management and the elements that are drawn from traditional benchmarked (relative return) fund management.