WisdomTree (NASDAQ: WETF), an exchange-traded fund (“ETF”) and
exchange-traded product (“ETP”) sponsor and asset manager, today
announced that the WisdomTree
Modern Alpha® ETF Model
Portfolios have been added to the platforms of numerous
leading advisor fintech firms including Carson Group, Riskalyze,
Kwanti, ETFLogic and Orion.
Discussing the product, process and support that WisdomTree
provides to advisors, Tom Skrobe, Head of Product Solutions at
WisdomTree, said: “We have a robust and rigorous institutional
investment process, we are yielding model portfolios that address
challenges for advisors and their clients, and we build an
extensive advisor support platform that advisors have gravitated
toward to help grow their business and service clients. So, it’s a
given that we are seeing exceptional growth and adoption of our
Modern Alpha® ETF Model Portfolios by many of the big players.”
Having WisdomTree’s Modern Alpha® ETF Model Portfolios available
through these leading firms is a testament to WisdomTree’s robust
capabilities to create open architecture models in-house that
combine the potential of active approaches with the discipline of
passive methods, to serve thousands of advisors across the
country.
WisdomTree Modern Alpha® ETF Model Portfolios are index-centric
and designed to be strategic, while also incorporating tactical
tilts based on market conditions. WisdomTree’s approach seeks to
ensure that there are a range of model portfolios for advisors to
consider in serving the varied needs of investors, from the
conservative to the aggressive.
WisdomTree Modern Alpha® ETF Model Portfolios are now available
on the following platforms for advisors:
Carson Group Open Architecture Collaboration
WisdomTree is pleased to announce that we have collaborated with
the Carson Group to build open architecture model portfolios
available on their platform. Carson Group serves financial advisors
and investors through its businesses including Carson Wealth,
Carson Coaching and Carson Partners.
Riskalyze Model Market Center: “The Partner
Store”Riskalyze is a fintech company that provides
software as a service to financial advisors in the U.S.
and has grown rapidly since its founding in 2011, serving over
20,000 advisors. WisdomTree is part of the Riskalyze Asset Manager
program where advisors can seamlessly access WisdomTree’s Model
Portfolios.
Kwanti Model MarketplaceKwanti was founded
after the 2008 crisis with the goal of providing superior metrics
and visuals to manage investment risk and performance. Since then,
the firm has evolved to encompass portfolio analytics that advisors
need for model construction, client portfolio reviews and proposal
generation. Kwanti is used daily by hundreds of advisory firms and
now offers access to WisdomTree’s robust selection of
institutional-quality model portfolios.
ETFLogic Logicly Model Portfolio Marketplace
Founded in 2017, ETFLogic is an investment analytics provider
focused on providing fund screening and portfolio construction
tools to help advisors navigate the ETF markets and beyond.
ETFLogic's Logicly model marketplace is a centralized hub for
financial advisor education and provides information and analysis
on the top strategies from top thought leaders such as ETF issuers
and third-party model providers – and now includes WisdomTree’s
Model Portfolios. Advisors can integrate models from the
marketplace and compare them against or overlay them onto their
current portfolios.
Orion CommunitiesOrion Communities is an
investment model marketplace that marries convenient access to
leading strategist models with the flexibility to make more
intelligent, personalized investment decisions for each client.
With greater investment options spanning brand, boutique, and
emerging strategists, Orion advisors can easily tailor investment
strategies to investors’ unique goals, appetite for risk and
comprehensive financial plans, as part of Orion’s tech-enabled
fiduciary process that powers the advisor-client relationship:
Prospect, Plan, Invest, Achieve. WisdomTree is excited to join
Orion's growing platform, which supports more than 2,000 advisory
firms holding a combined $1 trillion in assets under
administration.
Model Portfolios a Strategic Focus for WisdomTree
Jarrett Lilien, President and Chief Operating Officer at
WisdomTree, said: "Model Portfolios are a key focus for WisdomTree,
and relationships with third parties give our model portfolios
increasing visibility with vast advisor networks. Every new
relationship adds another log to the fire and builds our momentum.
We have a strong pipeline and are excited about what’s in-store for
the future.”
Over the last five years, advisors have witnessed the growing
availability of third-party model portfolios through a number of
sources, including those developed by strategists, asset managers
and home offices. And according to WisdomTree’s recent study on the
adoption and perceptions of Model Portfolios, the majority of
advisors believe models will not only help them scale their
business (88%) and improve efficiencies (92%), but also help
improve the services they provide to clients (88%) AND assist with
potential increased regulatory scrutiny (90%).
The arrangements referenced above are memorialized via
separate licensing agreements with each platform provider whereby
WisdomTree has provided a license to the platform provider for
displaying the model portfolios on the platform to be accessed by
advisors in their own discretion. Information regarding each
platform provider has been provided by the platform provider
and WisdomTree makes no representations,
warranties, endorsements or recommendations regarding any platform
provider, its products or services.
There are risks involved with investing, including
possible loss of principal. This information and the model
portfolios are not personalized investment advice or an investment
recommendation from WisdomTree, and are intended for use only by a
third party financial advisor, with other information, as a
resource to help build a portfolio or as an input in the
development of investment advice for its own clients. Such
financial advisors are responsible for making their own independent
judgment as to how to use this and all model portfolio information.
WisdomTree does not have investment discretion over or place trade
orders for any portfolios or accounts of advisors or investors
derived from model portfolio information.
Investors and their advisors should consider the
investment objectives, risks, charges and expenses of the funds
included in any model portfolio carefully before investing. This
and other information can be obtained in the fund’s prospectus by
visiting www.wisdomtree.com for WisdomTree Funds. Please read the
prospectus carefully before you invest in a fund. WisdomTree Asset
Management Inc. does not endorse and is not responsible for or
liable for any content or other materials made available by other
ETF sponsors.
Unrestricted architecture, open-architecture or
unrestricted universe means that a model portfolio may include ETFs
other than WisdomTree ETFs. However, the model portfolios are
expected to include a substantial portion of WisdomTree
ETFs.
The term Fintech (Financial Technology) refers to
software and other modern technologies used by businesses that
provide automated and improved financial services.
Software as a service (SAAS) is a method of software
delivery and licensing in which software is accessed online via a
subscription, rather than bought and installed on individual
computers.
WisdomTree Funds are distributed by Foreside Fund Services, LLC,
in the U.S. only.
WTPR-20200720-0080
About WisdomTreeWisdomTree Investments, Inc.,
through its subsidiaries in the U.S. and Europe (collectively,
“WisdomTree”), is an exchange-traded fund (“ETF”) and
exchange-traded product (“ETP”) sponsor and asset manager
headquartered in New York. WisdomTree offers products covering
equities, fixed income, currencies, commodities and alternative
strategies. WisdomTree currently has approximately $60.6 billion in
assets under management globally. For more information, please
visit www.wisdomtree.com or follow us on Twitter
@WisdomTreeETFs.
WisdomTree® is the marketing name for WisdomTree Investments,
Inc. and its subsidiaries worldwide.
Contact Information:Media RelationsWisdomTree
Investments, Inc.Jessica Zaloom / Amie Lauder+1.917.267.3735 /
+1.416.459.6835jzaloom@wisdomtree.com /
alauder@wisdomtree.com
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