WisdomTree IQCIO Model Portfolios Now Available Through the Lockwood Managed360® Platform
NEW YORK, Jan. 29, 2019 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, today announced the WisdomTree IQCIO Risk-Managed Model Portfolios, developed in collaboration with IQCIO, a quantitative digital advisory solution developer, are now available to financial advisors on the Managed360® platform, a turnkey managed account solution offered through BNY Mellon’s Lockwood Advisors, Inc. (“Lockwood”).
The WisdomTree IQCIO Model Portfolios serve as a resource for advisors in managing client portfolios via risk-controlled model guidelines that have the potential to reduce risk during periods of volatility while also participating in capital appreciation when the markets are more conducive. The models combine WisdomTree’s fundamentally-weighted investment approach with IQCIO’s Intelligent Portfolio Optimizer (“IPO”) for ETF selection and dynamic asset allocation, creating opportunities to add alpha for investors.
Kurt MacAlpine, WisdomTree EVP and Global Head of Distribution, said, “We are pleased to be working with Lockwood to add the WisdomTree IQCIO Model Portfolios to the Managed360 platform. We continue to focus on accessible model portfolios for financial advisors that incorporate WisdomTree’s innovative ETF methodology and asset allocation experience.”
“We take a very diligent approach to expanding the options available on our platform,” said Joel Hempel, Chief Operating Officer of BNY Mellon’s Lockwood. “The addition of WisdomTree advances our goal of bringing advisors a diverse and complementary offering to help them meet evolving investor needs through various market cycles.”
More information on WisdomTree’s model portfolios can be found here.
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $57.3 billion in assets under management globally.
WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
WisdomTree Investments, Inc.
Jason Weyeneth, CFA