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Betterment adds Flexible Portfolios to offering


Betterment, an independent US online financial advisor, has launched a new custom portfolio strategy, Flexible Portfolios giving retail investors the ability to control asset class weights within the Betterment portfolio, and decide how money is distributed.

“As our customer base has grown and matured, many sophisticated investors voiced the desire to allocate investments more directly with their views and outside investments,” says Jon Stein, Founder and CEO of Betterment. “We’ve continually improved our offering to include more personalised portfolio options and deliver more value for our clients.”
Flexible Portfolios balance personalisation with Betterment’s investment philosophy by implementing behavioural guardrails encouraging positive investing behaviour. Investors will be alerted of any allocation issues, such as poor diversification or overall risk, resulting from changes in asset class weights. Customers who utilise Flexible Portfolios will receive guidance on how they should be saving to reach their goal based on time horizon and expected returns. It is best suited for experienced investors who want greater control over their allocations, but also covet Betterment’s suite of tax minimising features.
Since its launch in 2010, Betterment has continuously improved its advice model to meet the demands of its diverse customer base. The introduction of Flexible Portfolios follows a series of improvements to its platform, including enhancements to its allocation advice, portfolio optimisation methodology and the addition of the Goldman Sachs Smart Beta and BlackRock Target Income portfolio strategies.
At launch, Betterment’s Flexible Portfolios will be available to retail customers with more than USD100,000 in investments.

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