Seeking Alternative Income Ideas? Look to This Model Portfolio April 27, 2021
Alternative investments are increasingly alluring at a time when traditional assets just aren’t lobbing off enough income for investors.
One way of ameliorating that scenario is with endowment-style investing, a task made easier by WisdomTree’s series of Endowment Model Portfolios.
“By thoughtfully integrating equities, bonds and alternative investments, WisdomTree has created variations of each model with differing risk profiles. WisdomTree’s bespoke approach seeks to ensure that there is a model portfolio for a range of investors, from the conservative to the aggressive,” according to the issuer.
WisdomTree offers five levels of risk tolerance in this model portfolio series – conservative, moderately conservative, moderate, moderately aggressive, and aggressive.
Deploy Alternatives and Commodities to Ward Off Inflation March 1, 2021
In what feels like a heartbeat, inflation expectations changed to the upside – a scenario that spotlights advantages in alternative investments and commodities.
Advisors looking to allocate to those asset classes can consider model portfolios, including WisdomTree’s series of Endowment Model Portfolios.
“By thoughtfully integrating equities, bonds and alternative investments, WisdomTree has created variations of each model with differing risk profiles. WisdomTree’s bespoke approach seeks to ensure that there is a model portfolio for a range of investors, from the conservative to the aggressive,” according to the issuer.
The issuer has created options for investors with varying risk tolerances. WisdomTree offers five levels of risk tolerance in this model portfolio series – conservative, moderately conservative, moderate, moderately aggressive, and aggressive. The moderately aggressive version
By Kevin Flanagan, Head of Fixed Income Strategy; Scott Welch, CIMA, Chief Investment Officer – Model Portfolios
This article is relevant to financial professionals who are considering offering Model Portfolios to their clients. If you are an individual investor interested in WisdomTree ETF Model Portfolios, please inquire with your financial professional. Not all financial professionals have access to these Model Portfolios.
Conjunction Junction, what’s your function?
I got “and,” “but,” and “or,”
They’ll get you pretty far…
Conjunction Junction, how’s that function?
I like tying up words and phrases and clauses
(From “Conjunction Junction,” School House Rock, 1973)
Investment Themes for 2021
Home / Top News / WisdomTree Announces Fourth Quarter 2020 Results – Diluted Loss Per Share of ($0.10), or Earnings Per Share of $0.06, as adjusted
WisdomTree Announces Fourth Quarter 2020 Results – Diluted Loss Per Share of ($0.10), or Earnings Per Share of $0.06, as adjusted
NEW YORK, Jan. 29, 2021 (GLOBE NEWSWIRE) WisdomTree Investments, Inc. (NASDAQ: WETF) today reported financial results for the fourth quarter of 2020.
($13.5) million net loss ($9.2
1
$22.4 million of non-cash charges, associated with the revaluation of deferred consideration – gold payments.
$67.4 billion of ending AUM, an increase of 11.0% arising from market appreciation and net inflows.
$881 million of net inflows, driven by inflows into our emerging markets equity and U.S. equity products, partly offset by outflows from our fixed income, commodity, international developed market equity and leveraged & inverse products.