Discover How You Can Benefit From Our Expertise
Our tailor-made investment products are designed to work in tandem with proven investment strategies.
Toroso ETF Industry Index
Ticker TETF Index
Measuring and monitoring the performance of U.S. focused companies that derive revenue from the ETF ecosystem, our index utilizes a four-tier system that equally eights participants within the tiers.
Separate Managed Accounts
Our SMAs have four to five-year track records meeting three outcome-driven strategies:
Focus On Growth
Toroso Sector Opportunity Strategy
Striving to outperform the S&P 500 Index while maintaining lower volatility than the market, this strategy enables strategic investment in a broadly diversified portfolio of U.S. stocks and a volatility hedging method that uses a carefully selected group of ETFs. 80% is focused on 3 – 6 U.S. sectors or sub-sectors poised to grow faster than the market, while the remaining 20% seeks opportunities created by markets and their volatility.
Focus on Income
Toroso Target Income Strategy
Aiming to produce ongoing yields similar to owning individual bonds, this strategy takes a barbell approach that utilizes higher-yielding securities to drive the majority of the yield, and conservative cash equivalents that provide opportunities to tactically increase allocations to those higher-yielding securities when markets permit.
Focus on Diversified Growth
Toroso Global Alpha Strategy
Striving to outperform the MSCI All World Index (ACWI) while maintaining similar volatility, this strategy is an equity ETF portfolio that maintains geographical diversification similar to ACWI. Its advantage lies in employing smart beta and active strategies to include securities usually absent or underweighted in traditional indexing in order to produce a high level of active share.