By Carl Delfeld of the Chartwell ETF Advisor
The ETF specialist, Chartwell Partners, has launched another global ETFfolio, the World Freedom ETFfolio, which is based on the Index of Economic Freedom published by the Heritage Foundation and the Wall Street Journal. The ETFfolio is managed by Chartwell Partners on FOLIOfn’s online brokerage platform.
The index ranks countries based on a grading system that includes ten freedoms such as property rights protection, investment freedom, tax rates, government intervention in the economy, business freedom, freedom from corruption and monetary, fiscal and trade policy. The idea is not just to rank countries but to track movement both up and down and to highlight the proposition that freedom and prosperity are highly correlated.
The World Economic Freedom ETFfolio will join the nine other folios that are available through Chartwell Partners on the FOLIOfn platform. These ETFfolios are the:
Core Conservative ETFfolio
Fixed Income ETFfolio
Global Dividend/Income ETFfolio
World Economic Freedom ETFfolio
Country Rotation ETFfolio
Global Sector Rotation ETFfolio
Emerging Markets ETFfolio
Asia-Pacific ETFfolio
Global Long/Short Strategy ETFfolio
Global Growth ETFfolio
Chartwell uses a Core/Satellite strategy to allocate client investments amongst the ETFfolios based on an assessment of client goals, time horizon, and risk factors. For more information, contact Carl Delfeld at 719.264.1503.
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