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Flexible Plan Investments adds smart beta ETF solution offering


Flexible Plan Investments, a provider of risk-managed investment solutions, has launched a smart beta ETF strategy, Brighter Beta.

The actively managed strategy holds smart beta ETFs that seek to capture market inefficiencies based on their quantified rules set. FPI reviews and dynamically weights scores of available smart beta ETFs using its extensive research and proprietary Evolution software to select the most attractive for the portfolio. From a variable universe of smart beta funds that now totals over 500 individual ETFs, the Brighter Beta methodology targets only the most liquid and tradable smart-beta ETFs available with the goal of reducing the cost and impact of trading.
Flexible Plan launched Brighter Beta as an answer to current market volatility. This “all-terrain” strategy is designed to protect wealth in any market environment. In bull markets, Brighter Beta emphasises higher beta or cyclical investment factors, which traditionally shine during bull markets. During bear markets, Brighter Beta emphasises low volatility or low beta securities. In sideways markets, Brighter Beta draws from multiple asset classes, increasing the probability that at least one asset class moves up while others move sideways.
“In the beginning, there were only a few smart beta investment options. Today there are hundreds of them. How does an investor or advisor choose? This is where we think our Brighter Beta strategy can help,” says Jerry Wagner, president and founder of Flexible Plan. “Brighter Beta is essentially a whole portfolio of smart beta ETFs, making it brighter than the rest.”

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