WisdomTree announced it is adding “Modern Alpha ETF Model Portfolios” to model platforms at Carson Group, Orion, ETFLogic, Kwanti and Riskalyze as the ETF issuer grows its models business.The “open architecture” models (meaning WisdomTree is including other ETF providers in its models) utilize active approaches and cost between 20 and 40 basis points, while waiving the strategist fee, according to Tom Skrobe, head of advisor solutions at the firm.
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Scott Welch is the CIO of Model Portfolios at WisdomTree Asset Management, a provider of factor-based ETFs and differentiated model portfolio solutions. © 2020 Informa USA, Inc., All rights reserved
The WisdomTree Advisor Solutions platform, launched in October 2017, is a comprehensive offering focused on providing technology-enabled solutions to help advisors grow and scale their business. Solving for Income Important Information . Home; Advisor Solutions; Digital Portfolio Developer Tool; Important Information . In this capacity he oversees the creation and ongoing management of the WisdomTree model portfolio solution set. NEW YORK, April 18, 2018 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund ("ETF") and exchange-traded product ("ETP") sponsor and asset manager, today announced that the The WisdomTree Advisor Solutions platform, launched in October 2017, is a comprehensive offering focused on providing technology-enabled solutions to help advisors grow and scale their business. “We have a robust and rigorous institutional investment process, we are yielding model portfolios that address challenges for advisors and their clients and we build an extensive advisor support platform that advisors have gravitated toward to help grow their business and service clients,” concluded Skrobe. Methodology . Rising Rates Solutions The decision to announce partnerships with five firms at once was an effort to emphasize how focused on the model portfolio business the firm is, he added. Working mainly with independent advisors, the firm partnered with WisdomTree as the first ETF issuer to join its platform, said McKenna.
Site Tour CRUD WisdomTree WTI Crude Oil Open for new creations as oil market volatility falls. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. 2016 Capital Gains Distributions Resource Library WisdomTree is well-positioned to collaborate with the home offices and provide them with differentiated solutions to grow and scale their business. Carson did not clarify those objectives in time for publication.WisdomTree expects to add its model portfolios to new platforms in the near future, as well as develop new portfolios. Find out more. We look forward to supporting IFP advisors through the access of WisdomTree model portfolios, addressing a variety of investor needs and outcomes,” said Thomas Skrobe, WisdomTree Head of Client Solutions. CA "In addition to the Fund Innovation award, WisdomTree was inducted into the Mutual Fund Industry Awards' Hall of Fame. Interest Rate Strategies All Blogs About