Over 50 years of institutional expertise
now available in our new suite of ETFs
Higher Income – 4% targeted annual distribution yield provides a tax-efficient income alternative for investors.
Downside Protection – High-quality investments and the use of a collar option overlay help to preserve capital.
Lower Risk – Reduced volatility narrows the range of potential wealth outcomes and increases the probability of meeting retirement goals.
High and Persistent Income – 6% targeted annual distribution yield provides a tax-efficient income alternative for investors.
Lower Risk – The use of a covered call strategy helps to reduce overall portfolio volatility and mitigate drawdowns.
Equity Participation – Provides exposure to high-quality global equities and adjusts to prevailing market conditions in order to maximize tax-efficient yield.
Quality & Growth – Increases investor exposure to factors that have driven superior risk-adjusted returns over the last 30 years.
Alpha Generation – Designed with the objective of generating persistent alpha by using big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification – Added geographies help to improve overall portfolio diversification while maintaining defensiveness.
Innovation – Evolution in both quantitative and fundamental analysis improves forecasting accuracy, reduces manager bias and consistently exploits alpha generation opportunities.
Quality & Growth – Increases investor exposure to factors that have driven superior risk-adjusted returns over the last 30 years.
Alpha Generation – Designed with the objective of generating persistent alpha by using big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification – Added geographies help to improve overall portfolio diversification while maintaining defensiveness.
Innovation – Evolution in both quantitative and fundamental analysis improves forecasting accuracy, reduces manager bias and consistently exploits alpha generation opportunities.
Quality & Growth – Increases investor exposure to factors that have driven superior risk-adjusted returns over the last 30 years.
Alpha Generation – Designed with the objective of generating persistent alpha by using big data and machine learning to aid in the prediction of sustainable earnings growth.
Diversification – Addition of Real Assets helps to improve overall portfolio diversification while maintaining defensiveness.
Innovation – Evolution in both quantitative and fundamental analysis improves forecasting accuracy, reduces manager bias and consistently exploits alpha generation opportunities.