Active Sector Rotation
ETF · SECTModelDynamic active management across S&P 500 sectors
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
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BuyWrite
ETF · BUYWModelHedged equity with a dynamic covered-call overlay
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
International
ETF · INTLModelCountry-level rotation across developed & emerging markets
Thematic Innovation
ETF · TMATModelDiversified secular-growth themes, selected with discipline
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
Yield Enhancement
ModelHigh-quality income core with an optional BuyWrite overlay
Model Fact Sheet — Conservative
Model Fact Sheet — Moderate
Quarterly Letter — Conservative
Quarterly Letter — Moderate
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
All Asset (Dynamic)
ModelDynamically-managed multi-strategy allocation
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
All Asset (Risk-Based)
Models · 5 risk profilesFive risk-based models — Conservative to Aggressive
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
Firm & fund documents
Firm & fund documents
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