Powered By ETFs: A New Era of Advisor-Focused Model Portfolios
Powered By ETFs: A New Era of Advisor-Focused Model Portfolios
RESTON, Va., Nov. 7, 2024 /PRNewswire/ -- Three investment companies – Burney Company (US equities), Rayliant (ex-US equities), and Clough Capital Partners (alternatives) – are shaking up the advisor landscape with the launch of Powered by ETFs, a joint venture combining their experience to deliver customizable ETF models for financial advisors.
弗吉尼亞州雷斯頓,2024年11月7日/美通社/ - 三家投資公司 - Burney Company(美國權益證券),Rayliant(非美國權益證券)和Clough Capital Partners(另類投資) - 正在通過推出由etf提供動力,共同合作成立一家聯合風險創業公司,結合它們的經驗,爲金融顧問提供可定製的etf模型。
Why Powered by ETFs is a Win for Advisors:
爲什麼由etf提供動力對顧問是勝利的:
- Brainpower: Leverage the combined knowledge of three experienced active managers, gaining insights and strategies across key investment asset classes.
- Tailored Asset Allocation: Access rigorously constructed models that match your clients' risk tolerance.
- Hassle-Free Implementation: Burney's curated OCIO services streamline model utilization and client communication.
- 腦力:利用三位經驗豐富的活躍管理者的綜合知識,獲得跨主要投資資產類別的見解和策略。
- 量身定製的資產配置:訪問嚴格構建的模型,符合客戶的風險承受能力。
- 免去麻煩的實施:Burney的精心策劃的OCIO服務簡化了模型利用和客戶溝通。
Expertise Across the Investment Spectrum:
投資領域的專業知識:
- US Equities: Burney's Size & Style Responsive approach seeks to enhance portfolio resilience through dynamic adjustments.
- International Markets: Rayliant's data-driven strategies seek to unlock alpha in global markets, especially overlooked emerging and Asian economies.
- Alternative Investments: Clough's knowledge in alternatives can offer crucial diversification and potential for enhanced risk-adjusted returns.
- 美國股票:Burney的尺寸和風格響應式方法旨在通過動態調整增強投資組合的韌性。
- 國際市場:Rayliant的數據驅動策略旨在在全球市場中解鎖阿爾法,尤其是被忽視的新興和亞洲經濟體。
- 另類投資:Clough在另類投資方面的知識可以提供關鍵的分散化和潛力提升風險調整後的回報。
Here's what the Leaders Say:
這是領袖們的看法:
- Lowell Pratt (Burney): "We're offering a truly comprehensive solution. Our models have weathered multiple market cycles, consistently adapting and performing."
- Jason Hsu (Rayliant): "Our quantitative approach complements Burney's US focus. We're bringing advisors global opportunities backed by research and local insights."
- Chuck Clough (Clough Capital Partners): "Our alternative strategies informed by market perspectives and security analysis offer advisors tools for diversification and alpha generation."
- Lowell Pratt(Burney):"我們提供真正全面的解決方案。我們的模型經歷了多個市場週期,持續適應並表現出色。"
- Jason Hsu(Rayliant):"我們的量化方法補充了Burney的美國重點。我們爲顧問提供由研究和本地見解支持的全球機會。"
- Chuck Clough(Clough Capital Partners):"我們的另類策略受市場觀點和安防分析啓發,爲顧問提供分散化和阿爾法生成的工具。"
The Powered by ETFs Advantage:
etf優勢:
- OCIO Services: Advisors can qualify for Burney's comprehensive Outsourced CIO services at no additional cost when you allocate to these models (subject to minimums).
- Enhanced Research: Benefit from collaborative insights from all three firms, significantly expanding research depth and breadth.
- Active Management: Unlike static models, these ETFs adjust to changing market conditions, taking the burden off your shoulders.
- OCIO服務:當您分配到這些模型時(最低限額)可以免費享受Burney全面的外包CIO服務。
- 增強型研究:從三家公司的協作洞察中獲益,顯著擴展研究深度和廣度。
- 主動管理:與靜態模型不同,這些etf能夠調整以適應不斷變化的市場條件,減輕您的負擔。
Enhancing Your Clients' Portfolios:
As global markets become increasingly interconnected, Powered by ETFs offers a solution that aims to adapt to whatever the future holds.
增強您客戶的投資組合:
隨着全球市場日益相互關聯,Powered by etf提供一個旨在適應未來發展的解決方案。
We believe this is the future of ETF investing. Learn more and access our models at PoweredbyETFs.com.
我們相信這是etf投資的未來。在PoweredbyETFs.com學習更多並訪問我們的模型。
About The Burney Company
關於Burney公司
Founded in 1974, The Burney Company has $2.9 billion in assets under management. The firm's proprietary Size & Style Responsive approach to U.S. equity management has delivered results through multiple market cycles. Burney was recently ranked the #3 Financial Advisory Firm in the U.S. on the CNBC FA 100 list for 2024*. Burney Advisor Services is a division of Burney that delivers investment management and practice management services to independent RIAs.
成立於1974年,Burney公司管理着29億美元資產。該公司獨有的美國股票管理規模與風格響應式方法在多個市場週期中取得了成功。Burney最近在2024年CNBC FA 100榜單上被評爲美國第三大財務諮詢公司*。Burney顧問服務是Burney的一個部門,爲獨立的RIA提供投資管理和實踐管理服務。
About Rayliant
關於Rayliant
Rayliant, founded in 2016, manages $17.3 billion* across 7 global offices. The firm's approach to quantitative investing in international markets, particularly in Asia, has earned multiple industry accolades.
Rayliant成立於2016年,在7個全球辦公室管理着173億美元資產。該公司在國際市場,尤其是在亞洲,採用量化投資方法,贏得了多個行業獎項。
*as of 30 September 2024. Assets include non-discretionary assets managed by external asset managers using Rayliant's strategies.
*截至2024年9月30日。資產包括由外部資產管理人使用Rayliant策略管理的非稟賦資產。
About Clough Capital Partners
關於Clough Capital Partners
Founded in 1999, by Chuck Clough, Clough Capital Partners manages $1.3 billion in assets under management. Prior to founding Clough Capital, Mr. Clough had been Chief Global Investment Strategist at Merrill Lynch. The firm is known for delivering alternative strategies that combine a perspective on the capital markets with fundamental security analysis.
Clough Capital Partners成立於1999年,由Chuck Clough創立,管理着13億美元的資產。在創立Clough Capital之前,Clough先生曾任美林的首席全球投資策略師。該公司以提供結合資本市場觀點和基本安防分析的替代策略而聞名。
Disclosure: Past performance does not guarantee future results. Investing involves risk of loss.
披露:過往表現不代表未來結果。投資涉及損失風險。
* CNBC's annual Financial Advisor (FA)100 ranking was published on 10/2/2024 for the year 2024. CNBC ranked The Burney Company as a top 10 financial advisory firm for the third year in a row! In the latest financial Advisor (FA) 100 rankings for 2024, Burney is ranked number 3 nationally and number 1 in Virginia where we are headquartered. Thank you to our advisory team, all our client service associates, and most importantly, our clients for your continued trust and support! A link to the CNBC selection criteria can be found by going to <>.The Burney Company did not pay CNBC any compensation for being considered for the list, however, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials.
* CNBC每年的財務顧問(FA)100排名於2024年10月2日公佈,涵蓋2024年。CNBC連續第三年將Burney Company列爲前十大財務諮詢公司!在2024年最新的財務顧問(FA)100排名中,Burney在全國排名第三,在維吉尼亞州(我們總部所在地)排名第一。感謝我們的諮詢團隊,所有客戶服務人員,更重要的是,我們的客戶,感謝您持續的信任和支持!若要查看CNBC的選擇標準,請訪問.Burney Company沒有向CNBC支付任何費用以考慮列入該名單,但Burney Company確實支付使用CNBC標誌的許可費用用於營銷材料。
SOURCE Burney Company
資料來源:Burney Company
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