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Elm Partners launches online Robo portfolio based on Active Index Investing strategy


Elm Partners has launched an online Robo portfolio based on the firm’s Active Index Investing strategy, which is designed to provide a long-only, globally diversified, tax and cost efficient portfolio solution.

Elm offers a systematic dynamic asset allocation approach, as well as some of the lowest management fees in the industry at 0.12 per cent per annum.
“We’re able to maintain such low fees due to the inherent scalability of our technology and investment strategy.” says CEO Victor Haghani, “We use simple metrics such as value and momentum to move beyond the limitations of pure market cap weighting, adding elements of active management to our approach.”
With USD400 million of firm assets under management this positions Elm as one of the largest independents in the Robo space, coming in behind Wealthfront and Betterment. However Elm seeks to address an area of the market that Robos have not particularly focussed on – High Net Worth individuals. 
Portfolio Manager, Samantha McBride, says: “Many high net worth individuals feel uncomfortable with a static investment policy, and prefer their portfolios to have the ability to respond to changing market conditions, which is the foundation of our Active Index Investing approach.”

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