Evercore Pan-Asset Capital Management has released four model portfolios offering retail investors dynamic asset allocation via ETFs.
The PanDynamic range is based on a dynamic asset allocation process combining long-term investment in assets with shorter-term tactical decisions which can protect assets in times of stress. The firm says ETFs are a good way to reduce investment management costs and improve returns to the investor, while removing individual stock risk and avoiding underperforming active investment managers. The range comprises the Cashplus, Balanced, Growth and Aggressive funds, which are low risk, medium risk, medium-higher risk and higher risk respectively. The funds invest in bonds, equities, liste...
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