WisdomTree Model Portfolios Inside Riskalyze
If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into WisdomTree models, drop them right into your account, and make them your own with just a few clicks.
WisdomTree Modern Alpha® ETF Model Portfolios
In 2006, WisdomTree launched with a mission to create a better investor experience. Our Modern Alpha® ETFs combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance.
Less than a decade later, our asset allocation team pioneered the first Modern Alpha® ETF asset allocation model portfolios to help advisors pursue their clients’ investment objectives for growth, income and wealth preservation.
Our Modern Alpha® ETF model portfolios are index-centric and designed to be strategic, while also incorporating tactical tilts based on market conditions. Our open architecture approach and wide offering, ranging from conservative to aggressive seek to ensure there is a viable option to meet the needs advisors strive to solve for their clients.
Strategic Model Portfolios
These strategies seek to provide a diversified allocation of stocks and bonds within their respective portfolios using ETFs. Each portfolio’s objective is both capital appreciation and preservation, with an additional focus on risk mitigation. Learn more.
Strategic Building Blocks
Interested in creating your own allocations? These asset allocation building blocks are designed with the flexibility to be used as standalone portfolios, to work together to create a custom asset allocation model portfolio or to work as building blocks in existing portfolios. Learn more.
Siegel-WisdomTree Model Portfolios
WisdomTree’s Senior Investment Strategy Advisor, Dr. Jeremy Siegel, Professor of Finance at Wharton School, collaborated with WisdomTree to create two unique model portfolios designed to challenge the traditional 60/40 portfolio approach that we believe may no longer be optimal for long-term investors in the current global investment market regime. Learn more.
Global Multi-Asset Income Model Portfolios
Designed to help maximize income, offer capital appreciation potential and reduce volatility, this strategy typically provides exposure to a diversified allocation of dividend-focused stocks and yield-focused bonds using ETFs with global exposure. Learn more.
Multi-Factor Building Blocks
Asset-based building blocks used to access regional-specific exposures in a factor-diversified manner. Examples of factors include value, quality, size and momentum. Learn more.
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