May 4, 2021
U.S. stock ETFs are roaring higher, but that’s not an invitation for investors to ignore international markets.
Nor are those factors cause for clients to embrace excessive risk in international markets. Advisors can help them navigate those waters with the WisdomTree Developed International Multi-Factor Model Portfolio.
“This model uses factor-tilted equity ETFs designed to provide improved risk factor diversification. Our multi-factor models are available in U.S., Developed International, and Emerging Market versions, and can be used as standalone equity models or as complementary sleeves aimed at improving the overall diversification profile of an existing portfolio,” according to WisdomTree.
Some Interesting International Ideas
One way to approach international equities is to ensure an investor is compensated for the risk. Enter the
DNL follows the fundamentally weighted WisdomTree Global ex-U.S. Quality Dividend Growth Index.
“The Index is comprised of the 300 companies in this universe that have the best-combined rank of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three-year historical averages for return on equity and return on assets. Companies are weighted in the Index based on annual cash dividends paid,” according to WisdomTree.
International Diversification Still Matters and this Model Portfolio Has It
For long-term investors, diversification is often advantageous with domestic equities. That principle holds true with international stocks.
The WisdomTree Developed International Multi-Factor Model Portfolio offers advisors an effective way to position client portfolios for more upside in internationally developed markets with ample diversification.
“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Developed International equities primarily using factor-focused ETFs,” according to WisdomTree. “The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETFs.”
Leery of High Valuations? Look to International Model Portfolios April 21, 2021
There are more and more reasons for advisors to help clients understand the benefits of international equities, including attractive multiples.
The WisdomTree Developed International Multi-Factor Model Portfolio offers advisors an effective way to position client portfolios for more upside in international developed markets.
“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Developed International equities primarily using factor focused ETFs,” according to WisdomTree. “The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETFs.”
December 23, 2020
International equities, both developed and emerging markets, are getting plenty of attention as attractive asset classes for 2021, but getting international exposure just right can be a tricky task for some asset allocators.
The WisdomTree Developed International Multi-Factor Model Portfolio is a clean, effective approach to international equity exposure.
“This model portfolio is designed for investors with a long-term horizon looking for exposure to a broad universe of Developed International equities primarily using factor focused ETFs,” according to WisdomTree. “The selected ETFs provide certain factor tilts that have the potential to generate excess return relative to comparable cap-weighted benchmarks over longer-term holding periods. The strategies may use both WisdomTree and non-WisdomTree ETFs.”