March 9, 2022
In case you missed it, we've provided the key takeaways and a recording of this office hours session is below!
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Slide Presentation Updated to reflect corrections to the fund replacement slides. |
KEY TAKEAWAYS |
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MARKET COMMENTARY (1:17) |
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| Listen in for a discussion on exposure to Russia in the models, inflation, and an outlook on markets in general. |
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FUND REPLACEMENTSCOMING APRIL 1, 2022 (17:44) |
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CORE (including tax-sensitive version) |
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| New Fund: Avantis International Small Cap Value ETF (Ticker: AVDV) Replaces: Vanguard FTSE All World ex-US Small Cap ETF (Ticker: VSS) |
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CORE (including tax-sensitive version) |
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| New fund: Avantis Emerging Markets Equity ETF (Ticker: AVEM) Replaces: Vanguard FTSE Emerging Markets (Ticker: VWO) |
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CORE with DFA (including tax-sensitive version) |
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| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (Ticker: VTAPX) converting to its ETF share class (Ticker: VTIP) | |
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STANDARDIZED EQUIVALENTS LOGIC IN ALL MODELSCOMING APRIL 1, 2022 (27:58) |
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INDIVIDUAL SECURITIESCOMMON STOCKS / ADRs / BONDS |
MAPPED TO A CATEGORY > EXAMPLE: Coca-Cola counted as ‘Equity’ instead of ‘Large Cap’ |
BROAD MARKET FUNDSETFs/MUTUAL FUNDS (IN LONG-ONLY EQUITY) |
MAPPED TO A GENERAL CLASS > EXAMPLE: VTV counted as ‘Large Cap’ instead of ‘Large Cap Value’ |
BROAD MARKET FUNDSETFs/MUTUAL FUNDS (IN ALTERNATIVES, COMMODITIES, OTHER CLASSES) |
MAPPED TO A CATEGORY > EXAMPLE: QSPIX counted as ‘Equity’ instead of ‘Multi-Alternative’ |
OTHEROPTIONS, PREFERRED STOCKS, etc. |
EXCLUDED FROM THE ALLOCATION These WILL result in an overall Equity/Fixed Income allocation that is different from your target. |
ELEMENT SOFT LAUNCHSCHEDULED FOR MARCH 21, 2022 (34:48) |
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NEW FEATURES |
INTEGRATED EXPERIENCE CLIENT DASHBOARD AND ONBOARDING COME TOGETHER |
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LIVE MODEL DATA INCLUDING PERFORMANCE AND RISK CHARACTERISTICS |
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RISK TOLERANCE QUESTIONNAIRES BY EMAIL DIRECTLY TO CLIENTS |