In asset categories where active management offers minimal alpha, passive ETFs are used. Inverse or short-biased exchange traded funds (ETFs), cash or long ETF equity positions are utilized to scale equity exposure within a range for each model, which shifts fixed income net exposure conversely.
The strategy invests in actively managed mutual funds and passive ETFs across five models that range from conservative to growth. Each model seeks to provide exposure to nine asset classes to mitigate risk, including US equities, foreign developed equities, foreign developed equities, emerging market equities, fixed income, real estate investment trusts (REITS), master limited partnerships, commodities, alternatives, and cash.
Vineyard Global Advisors LLC is a dba of Integrated Advisors Network LLC, collectively hereinafter (“the Adviser” or “Vineyard Global Advisors” or “VGA”) and is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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