Ategenos Portfolios
Discover Our Fund Strategist Portfolios
*Minimum: $10k/account
Our suite of fund strategist portfolios have been carefully crafted by our experienced investment team to navigate the ever-changing market environment and seek to deliver consistent results over time.
Comprised of active and passive exposures gained through both mutual funds and ETFs, these discretionary portfolios are dynamically allocated and constructed to leverage multiple alpha drivers.
Discover the Ategenos portfolio that aligns with your client’s investment objectives.
*Availability may vary based on individual firm configuration. Services may be provided by platform sponsor and/or other applicable partners. Additionally, program minimums may vary based on firm requirements.
Dynamic Asset Allocation
The Ategenos portfolios are designed to span the risk/return spectrum to meet the needs of any investor. Employing a dynamic approach to asset allocation, we complement a strategic asset allocation framework with an active overlay. Portfolios are reallocated between four and eight times per year to capitalize on opportunities derived from our investment research process.
Efficient Portfolio Construction
The Ategenos portfolios are constructed by complementing longer-term core market exposure with multiple alpha drivers. Alpha drivers include asset allocation tilts, thematic exposures, and actively-managed underlying investment strategies. When selecting actively managed strategies, our portfolio managers leverage their decades of manager research experience. The blend of passive and active management allows for a cost-effective solution with an expansive opportunity set.
Fixed Income
Equity
Portfolio may be designed to incorporate tax considerations. Asset allocation and
diversification may not protect against market risk, loss of principal or volatility of returns.
