Bringing you live news and features since 2006 

San Diego’s EQM launches ETF model portfolio platform


San Diego-based RIA firm EQM Capital LLC has announced the launch of a new ETF Model Portfolio Solutions platform for investment advisers, wealth managers, and individual investors.

The firm writes that expanding on its position as a thought leader in the financial services and ETF industry, EQM Capital is launching a suite of Asset-Based and Risk-Based ETF models. While there are a host of ETF issuers with their own ETF Model Solutions, EQM’s approach is unique in that it is “provider agnostic,” focused instead on a “best of breed” solution to optimally serve the investment needs of advisers and individual investors, the firm says.

EQM’s Asset-Based models provide the modular building blocks for an asset allocation strategy. EQM’s Risk-Based models offer a turnkey, multi-asset approach, aligned with client’s risk objectives.

EQM Capital uses a proprietary process to clearly identify the most qualified ETF’s suitable for inclusion in their ETF models. Informed by EQM’s macro viewpoint, the ETF universe is quantitatively screened on a variety of factors and the ETF Models are optimised and aligned on a risk-reward basis. EQM Capital’s client risk assessments are powered by Riskalyze and also align with Riskalyze Risk Numbers.

“We are excited to share our ETF modeling expertise by offering both modular and turn-key solutions to help advisors and individual investors better utilize exchange-traded funds to meet their investment goals,” says EQM Capital’s founder and CEO Jane Edmondson. “Our ETF Model Portfolio Solutions platform builds on EQM’s unique leadership position in the industry as an ETF advisor and index developer, to serve an unmet need in the investment marketplace.”

Many advisers and investors may already be familiar with some of the successful products EQM Indexes helped develop and launch in the U.S. such as Online Retail, Blockchain, Lithium & Battery Technology and now in Europe with Global Online Retail and Solar Energy. This new business offering will expand access and distribution for those products and other great ETF products in the marketplace.

Latest News

Digital asset manager 21Shares has published The Global Crypto Classification Standard report, in partnership with CoinGecko, described as the world's..
Tradeweb Markets has announced it has launched a market data service to calculate real-time Indicative Net Asset Values (iNAVs) for..
Bloomberg has announced the launch of ETF list trading via its ETF Request for Quote service (RFQe), writing that it..
The iShares Listed Private Equity UCITS ETF is designed to offer investors access to large, liquid, and listed private equity..

Related Articles

Detlef Glow, head of Lipper EMEA Research at Refinitiv, has published the Refinitiv Lipper ‘European ETF Industry Review: 2022’ commenting...
Capital Group, home of American Funds, has launched 12 active-passive model portfolios featuring Capital Group as the strategist. The models...
Athanasios Psarofagis, Strategy Bloomberg Intelligence ETF Analyst, writes that European ETPs' turnover exceeded EUR2 trillion for a third consecutive year...
Canadian asset manager Mackenzie Investments, with CAD186.6 billion under management, has published its annual Mackenzie Investments Year-End ETF Report. ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by