By Carl Delfeld of the Chartwell ETF Advisor and Chartwell Partners Asset Management
ETFfolios (trademark pending) are baskets of exchange-traded funds that match a particular investment goal or theme. Chartwell Partners has developed 16 ETFfolios and uses them to build custom global portfolios for its private clients using a core/satellite strategy. The cores ETFfolios have the primary goal of capital preservation. The satellite or growth portfolios take on additional risk with the primary goal of capital appreciation.
The ETF selection process varies for each ETFfolio. For example, The World Economic Freedom ETFfolio is based on the Index of Economic Freedom published annually by the Heritage Foundation and the Wall Street Journal. The Global Innovation ETFfolio draws on Business Week’s annual The Most Innovative Companies Rankings which is a collaborative effort with the Boston Consulting Group. The EAFE Equal-Weight ETFfolio simple weights countries in the popular MSCI Europe, Australia & Far East Index on an equal basis rather than by market cap.
Core ETFfolios
Core Conservative ETFfolio
Fixed Income ETFfolio
Global Dividend/Income ETFfolio
Chartwell Global 30 ETFfolio
Theme ETFfolios
American Global Leadership ETFfolio
World Economic Freedom ETFfolio
Global Innovation ETFfolio
Global Strategy Long/Short ETFfolio
Rotation ETFfolios
Country Rotation ETFfolio
Country Rotation Momentum ETFfolio
Country Rotation Value ETFfolio
Global Sector Rotation ETFfolio
Regional ETFfolios
Emerging Markets ETFfolio
Asia-Pacific ETFfolio
China Strategy ETFfolio
EAFE Equal-Weight ETFfolio
Chartwell offers the above ETFfolios to investors through its asset management services and to brokerage platforms as separately managed accounts. Investment advisors may also gain access to ETFfolios through a licensing arrangement. Please call Carl Delfeld at 719.264.1503 for further information.
