Revolutionizing Investments: The Impact of Powered by ETFs
Three prominent investment firms are collaborating to transform the advisor landscape by launching a new joint venture called "Powered by ETFs." This innovative initiative includes Burney Company, specializing in U.S. equities, Rayliant, focusing on international equities, and Clough Capital Partners, known for its alternative investments. Together, they aim to provide customizable ETF models specifically designed for financial advisors.
Advantages of the Powered by ETFs Prototype
The collaboration's primary aim is to support financial advisors with optimized resources and tailored ETF solutions. Each of the three companies brings invaluable experience, ensuring that advisors can leverage their collective insights.
Benefits for Financial Advisors
- Combined Expertise: The collective expertise of Burney, Rayliant, and Clough offers advisors a wealth of knowledge across a variety of investment classes.
- Customized Asset Allocation: Advisors can access meticulously constructed models that align with their clients' unique risk profiles.
- Seamless Implementation: With Burney's curated Outsourced Chief Investment Officer (OCIO) services, the implementation of models becomes straightforward, benefiting both advisors and their clients.
Comprehensive Investment Strategies
The Powered by ETFs initiative encapsulates a range of strategies that cater to diverse investment needs.
Investment Focus Areas
- U.S. Equity Management: Burney applies a Size & Style Responsive approach, ensuring that portfolios adapt to shifts in market dynamics.
- International Exposure: Rayliant employs data-driven methodologies to identify opportunities, particularly in emerging and Asian markets.
- Diversification through Alternatives: Clough focuses on alternative investments, providing options that can enhance portfolio diversification and improve risk-adjusted returns.
Perspectives from Industry Leaders
The leaders of the three companies have shared their thoughts on this innovative collaboration:
- Lowell Pratt (Burney): "We deliver a robust solution that navigates through various market cycles, demonstrating adaptability and reliability."
- Jason Hsu (Rayliant): "Our quantitative strategies enhance advisors’ access to global investment opportunities, supported by empirical research."
- Chuck Clough (Clough Capital Partners): "Our focus on alternatives provides valuable tools for advisors looking to diversify and capture alpha in changing markets."
The Powered by ETFs Edge
This initiative isn't just about providing models; it's about fostering an active investment management culture that adapts to market fluctuations.
Key Features of the Partnership
- OCIO Benefits: Advisors who allocate to selected models can qualify for Burney's OCIO services, enhancing their investment offerings without incurring additional costs.
- Collaborative Research: The partnership expands the research capabilities of all three firms, offering advisors a more comprehensive perspective.
- Dynamic Management: The ETFs provided are designed to respond to market changes, relieving advisors of the need for constant oversight and adjustment.
Transforming Client Portfolios
As the investment landscape evolves, Powered by ETFs aims to equip advisors with the tools required to navigate the complexities of global markets. The synergy of these three firms is set to redefine what advisors can offer to their clients.
Learn more about this revolutionary approach by visiting PoweredbyETFs.com.
About the Collaborating Firms
The Burney Company: Established in 1974, Burney Company manages $2.9 billion in assets. Known for its responsive equity management, it has been recognized among the top financial advisory firms.
Rayliant: Founded in 2016, Rayliant oversees $17.3 billion across global offices, focusing on quantitative investing strategies that primarily target international markets.
Clough Capital Partners: Founded in 1999 by Chuck Clough, the company manages $1.3 billion and delivers alternative investment strategies informed by comprehensive market analysis.
Frequently Asked Questions
What is the Powered by ETFs initiative?
This is a collaborative venture between Burney Company, Rayliant, and Clough Capital Partners to create customizable ETF models for financial advisors.
How can advisors benefit from this collaboration?
Advisors can access combined expertise, tailored asset allocations, and seamless implementation through Burney's OCIO services.
What investment strategies are included?
The initiative includes U.S. equity management, international market strategies, and alternative investments for diversification.
Who are the leaders of the partner companies?
Lowell Pratt (Burney), Jason Hsu (Rayliant), and Chuck Clough (Clough Capital Partners) are at the helm of this innovative collaboration.
How does this affect client portfolios?
This initiative aims to enhance client portfolios by providing dynamic management that adapts to market changes and opportunities.
