ETF Portfolios as Stock SMAs
FINIAT’s Intelligent Indexing (i-indexing) applies the benefits of direct indexing to full ETF portfolios. These strategies harness our proprietary consolidation algorithms, pooling stocks from selected ETFs into a refined stock set. This process ensures your portfolios mirror the diversified risk and sector exposure of the original ETFs, including the added benefits that single stock SMAs offer of stock screens and tax loss harvesting.
Turn any ETF portfolio into a custom stock SMA
Using proprietary attribution algorithms to reduce the number of holdings, we are able to include only the primary drivers and exclude the remaining drag.
This results in a manageable stock portfolio that you and your clients are comfortable with, typically 10 to 20 percent of the original portfolio.
The stock SMA portfolios will stay synced with the ETFs
With the ability to recognize changes in the ETF holdings that affect the corresponding stock SMA, FINIAT is able to keep each holding consistent to the ETF and its proportional allocation to the portfolio. Changes in the ETF, the overlap of holdings, and portfolio weightings are all accounted for.
Can be used independently or in conjunction with FINIAT’s Intelligent Allocation® process
A custom stock portfolio can be created from your choice of ETFs to work independently
or
FINIAT created under the Intelligent Allocation® process that achieves the same automatic market-adjusting allocations using stock tickers rather than ETFs.
The stock SMA portfolio still benefits from traditional indexing techniques
Opportunities such as tax loss harvesting and custom screening are possible while further benefiting from the flexibility and high liquidity of the consolidated stock group.
Opens the door to further customization
Customization and Optimization are taken to the next level by creating solutions targeting precise criteria, such as screening multiple ETFs for the highest dividend-paying stocks.
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FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
FOR FINANCIAL PROFESSIONAL USE ONLY.
ALL RESULTS ARE HYPOTHETICAL & ARE NOT RECOMMENDATIONS ON WHICH SECURITIES TO PURCHASE. INVESTING ALWAYS CARRIES RISK THAT CAN CAUSE SIGNIFICANT LOSSES.
