Cost-effective Risk-Based ETF Model Portfolios designed to align with investor objectives.

The Mason Stevens Risk-Based ETF Model Portfolios are constructed, based on risk tolerance and investment objectives, with exposure across both equity and fixed income markets.

Advised by State Street Global Advisors (“State Street”), one of the largest, most experienced Institutional asset managers in the world, the portfolios seek to provide optimal capital efficiency over a long-term horizon across three risk profiles — Moderate, Balanced and Growth.

Founded on the strategic asset allocation framework of the global manager, the portfolios incorporate long-term capital markets forecasts, allowing the asset allocation to be tilted towards growth assets while managing investors exposure to risk.

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Key Features

Multi-asset, diversified, global asset allocation

 

0% Management Fee, 0% Performance Fee*

Portfolio construction reflects investment objectives with investor risk tolerances

Leverages institutional global manager strategic asset allocation expertise

Hypothetical Model Portfolio Allocations

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed to generate a moderate amount of capital growth along with some income.

Equity → 55%

Fixed Income → 45%

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed with the aim of providing capital growth while taking a modest amount of risk.

Equity → 67.5%

Fixed Income → 32.5%

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed to focus predominately on capital growth.

Equity → 80%

Fixed Income → 20%

Moderate Portfolio

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed to generate a moderate amount of capital growth along with some income.

Equity → 55%

Fixed Income → 45%

Balanced Portfolio

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed with the aim of providing capital growth while taking a modest amount of risk.

Equity → 67.5%

Fixed Income → 32.5%

Growth Portfolio

Seeks to provide optimal capital efficiency over a long-term horizon. The portfolio is designed to focus predominately on capital growth.

Equity → 80%

Fixed Income → 20%

The Model Portfolio Allocations displayed above are hypothetical and are illustrative of the “target” allocations in the Mason Stevens ETF Model Portfolios.

The Mason Stevens Moderate ETF Model Portfolio is managed by Mason Stevens, and advised by State Street based on its strategic asset allocation process. Actual results of model portfolio as managed by Mason Stevens will differ from the hypothetical allocation illustrated above for a variety of reasons including, but not limited to, Mason Stevens’ decision to exercise its discretion to implement the model in a way that differs from the advice from State Street.

*Underlying investment vehicle allocation may incur costs.