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Pentegra Introduces ETF-based Risk Managed Model Portfolios

Pentegra has partnered with technology-based investment firm IQCIO to construct a series of risk managed retail model portfolios comprised exclusively of exchange-traded funds (ETFs) utilizing the same institutional investment approach offered to its retirement plan clients. 

“Through our collaboration with the IQCIO team, the Pentelligent Portfolios aim to deliver smarter solutions, capturing the key strengths of both organizations: Pentegra’s fiduciary investment approach and IQCIO's quantitative approach to portfolio management,” notes Pentegra Chief Investment Officer Scott Stone. 

According to the announcement, the portfolios are designed to manage downside risks more intelligently, provide dynamic risk management and strategic asset allocation for advisors and offer more consistent performance to seek long-term outperformance of broad-based benchmarks.

“Investors are looking for ways to build their savings while defensively participating in the appreciation potential offered by equity markets. The challenge is how to participate in the upside while mitigating losses during periods of high volatility,” adds IQCIO Managing Partner Ted Potter. 

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