Platform Mixes Core, Absolute Strategies

ETF Portfolio Management, an absolute return manager, has a new investment platform that combines active absolute return strategies with core portfolios.

The Los Angeles company said Monday that the platform's "absolute return strategies seek to deliver positive returns in all market environments without using leverage."

The company, which was founded in 2007, said its "investment focus is to provide dynamic risk control, efficient portfolio rotation and global diversification in a comprehensive solution for active management."

All of ETF Portfolio Management's products are offered in separately managed accounts that are held in custody at Schwab Institutional, a unit of Charles Schwab Corp., and "invest in securities with daily liquidity and full transparency."

The benchmarks for the firm's active strategies are the Credit Suisse/Tremont Hedge Fund Index and the Standard & Poor's 500 index.

ETF Portfolio Management also has an office in New York.

The portfolio management company said that its "quantitative rules-based strategy was first implemented in 2005 at a previous firm, and expanded in 2008 to include four investment models."

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Wealth management
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