Skip to main content

Home/ Investment & Personal Finance/ Group items tagged Toroso Investments

Rss Feed Group items tagged

Ranjeet Kumar

Target Income Portfolios - 0 views

  •  
    Toroso Investments is an ETF Strategist who provides independent advice on Target 8 portfolios and Target Income portfolios. Target 8 Portfolios are core strategies for conservative to moderate investors. Target Income Portfolios strive for a specific yield while returning principal within a targeted time frame.
  •  
    The Target 8 portfolios form the core of Toroso Investments' ETP strategy. Our models are based on an easy to understand multi-asset class principle that targets five different economic scenarios
Ranjeet Kumar

Fail Safe Investing - 0 views

  •  
    The Target Income Series uses ETPs to create fixed income portfolios intended to behave more like traditional bonds. The goal of the portfolio is to target a specific yield while returning principal at a target date. While it is impossible to guarantee the receipt of income or return of principal, the proliferation of ETPs has created the opportunity to build synthetic bonds that simulate traditional bond characteristics, but reduce risk through greater diversification.
  •  
    We are committed to providing our clients with strategies that allow them to express their economic point of view, consistent with their risk tolerance and time horizon. Too often a client's individual needs are ignored and investment goals are unrealized. Toroso's asset allocation approach offers an alternative to Modern Portfolio Theory style portfolios that have failed to meet expectations over many decades due, in large part, to the increasing correlation of world markets and the disregard for clients' actual investment time horizons. These portfolios have moved in lock step with volatile equity markets and have failed to meet investors' investment goals. Toroso recognizes the needs of its clients: maintaining a more balanced risk profile and generating solid returns.
1 - 2 of 2
Showing 20 items per page