ETF Model Solutions®

Create Greater Wealth @ Lower Volatility

Our TAMP/SMA ETF building block model solutions have been designed to allow advisors to create their own custom risk allocated portfolios.

They can be used alone to fit asset class needs within an existing client portfolio or in combination to create a customized Endowment
portfolio to fit various risk-return allocations.

Why You Should Partner With
ETF Model Solutions

1

Innovative Endowment Index® calculated by Nasdaq OMX®
2
TAMP/SMA models for advisors offer modular, outsourced asset management services that fit within your asset allocation overlay
3
Your Endowment or Foundation can reduce costs and active management risk with our Indexed Endowment program
4
Use of low-correlated liquid alternative investments offer potential to reduce interest rate risk and equity volatility and improve risk adjusted returns of a portfolio
5
ETF Strategist team has 100+ years combined experience, including 25+ years specifically with ElF model construction
6
ETFs can offer lower cost, improved holdings transparency, and intraday liquidity when compared to most actively managed mutual funds

Plan Sponsors/Consultants: Ask us how we can improve your 401(k) Plan offering with Endowment Target Risk models

Welcome to ETF Model Solutions®

Our name, ETF Model Solutions®, embodies our purpose: we use ETFs to create and manage investment solutions designed to provide endowments, foundations, 401(k) plans, advisors, family offices, and investors with better investment outcomes. ETFs offer low-cost, broad diversification, access to unique asset classes and strategies, and tax efficiency from which all investors can benefit.

We are unique in that we implement the Endowment Investment Philosophy®, pioneered by major university endowments, adding liquid alternatives to create a three-dimensional portfolio comprised of global equities, global income, and liquid alts.

Whether you are an endowment, foundation, 401(k) consultant or Plan Sponsor, investment adviser, family office manager, or an individual investor, we invite you to learn more about our various ETF strategies, including the Endowment Index® calculated by Nasdaq OMX®, our Endowment Risk-Based Models for 401(k) Plans or individual investors, or our ETF-based SMA or TAMP models for advisers.   We can also develop customized endowment-based investment solutions for institutions, family offices or high net worth investors.

Please view our introductory video:
Prateek Mehrotra, MBA, CFA®, CAIA® Chief Investment Officer

Endowment Index® calculated by Nasdaq OMX®

The Endowment Index calculated by Nasdaq OMX seeks to track the performance of the average university and college endowment portfolio. The index represents the investable opportunity for managers of portfolios that utilize the Endowment Investment Philosophy or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Index is a rules-based, objective benchmark for investors who implement a three dimensional portfolio that incorporates alternative investments. All underlying index components are investable, allowing for real-time data dissemination that can be used for portfolio comparison, investment analysis, research and benchmarking purposes by fiduciaries such as trustees, portfolio managers, consultants and advisors to endowments, foundations, trusts, DB/DC plans, pension plans and individual investors.

What are Endowment Target Risk Models?

Globally-diversified Endowment portfolios available in SMAs or 401(k)s

How to Access/Invest

To learn more about the Endowment Target Risk Models or for document requests

Six Reasons to Invest

Endowment Target Risk Models use the Endowment Investment Philosophy® which integrates a third major asset class

Our 7 ETF Model Building Block Solutions for Advisors

Our mission is to provide unique ETF-based model solutions that are low-cost, provider agnostic,
and are designed to deliver superior risk-adjusted returns.

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Global Equity

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Short Duration Fixed Income

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Global Fixed Income

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Global Multi-Asset Income

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Hedge Fund of Funds

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Private Equity

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Real Asset/Inflation Protection