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Slide Presentation
Updated to reflect corrections to the fund replacement slides.
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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 REPLACEMENTS
COMING 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 MODELS
COMING APRIL 1, 2022 (27:58)
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INDIVIDUAL SECURITIES
COMMON STOCKS / ADRs / BONDS
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MAPPED TO A CATEGORY
> EXAMPLE: Coca-Cola counted as ‘Equity’ instead of ‘Large Cap’
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BROAD MARKET FUNDS
ETFs/MUTUAL FUNDS (IN LONG-ONLY EQUITY)
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MAPPED TO A GENERAL CLASS
> EXAMPLE: VTV counted as ‘Large Cap’ instead of ‘Large Cap Value’
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BROAD MARKET FUNDS
ETFs/MUTUAL FUNDS (IN ALTERNATIVES, COMMODITIES, OTHER CLASSES)
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MAPPED TO A CATEGORY
> EXAMPLE: QSPIX counted as ‘Equity’ instead of ‘Multi-Alternative’
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OTHER
OPTIONS, PREFERRED STOCKS, etc.
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EXCLUDED FROM THE ALLOCATION
These WILL result in an overall Equity/Fixed Income allocation that is different from your target.
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ELEMENT SOFT LAUNCH
SCHEDULED FOR MARCH 21, 2022 (34:48)
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NEW FEATURES
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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
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