Seeks to provide the benefits of broad diversification through risk-managed asset allocation strategies across a range of risk-return profiles via an SMA structure.
In asset categories where active management offers minimal alpha, passive ETFs are used. Inverse or short-biased exchange traded funds (ETFs), cash or long ETF equity positions are utilized to scale equity exposure within a range for each model, which shifts fixed income net exposure conversely.
The strategy invests in actively managed mutual funds and passive ETFs across five models that range from conservative to growth. Each model seeks to provide exposure to nine asset classes to mitigate risk, including US equities, foreign developed equities, foreign developed equities, emerging market equities, fixed income, real estate investment trusts (REITS), master limited partnerships, commodities, alternatives, and cash.
For more information on the Quantitative Value Strategy, contact us.
Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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