Active Sector Rotation
ETF · SECTModelDynamic active management across S&P 500 sectors
Fact sheets
Presentations & letters
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
For financial professionals
Resource Portal.
Fact sheets, quarterly letters, and presentations for every Main strategy — plus the firm and fund documents that apply across all of them, and the market commentary that cuts across the whole book. Grouped by strategy and kept current.
Everything’s visible. Fact sheets, quarterly letters, and presentations are open to all. A few items marked Advisor Use Only carry a lock — confirm once that you’re a financial professional and they stay unlocked on this device.
Some items locked Verified — unlockedBy strategy
BuyWrite
ETF · BUYWModelHedged equity with a dynamic covered-call overlay
Fact sheets
Presentations & letters
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
Fact sheets
Presentations & letters
Thematic Innovation
ETF · TMATModelDiversified secular-growth themes, selected with discipline
Fact sheets
Presentations & letters
Supplementary
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
Quarterly letters
High-level platforms that carry this strategy. Select one to see the exact programs & coverage on the platform finder.
All Asset (Dynamic)
ModelRisk-based models built from the core strategies
Fact sheet
Presentations & letters
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
Fact sheet
Presentations & letters
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
Shared across every strategy · prospectuses and holdings live on the fund site
Market & macro
Market & macro
Firm-wide commentary, not tied to one strategy · always the current edition
Need something specific?
Tell us the strategy and the platform and we will send the exact materials, or connect you with your regional salesperson.
Advisor Use Only
Confirm you’re a financial professional
These materials are for investment professionals and institutional investors. Confirm once and they stay unlocked on this device — no password.