Alta Vista launches ETF model portfolio
Independent research house Alta Vista Research has launched an Australian Tactical Allocation Exchange-Traded Fund (ETF)-only model portfolio.
Announcing the move this week, the company said the model portfolio represented an add-on to its pre-existing Global Tactical Allocation model.
The company said its approach to constructing ETF model portfolios was not specifically different to that of any asset manager in that it was rules-based and research driven.
However, it said it differed from the mainstream because it only used ETFs, re-balanced monthly and did not hold any active cash positions.
Alta Vista said the Australian Tactical Allocation Portfolio was benchmarked against the ASX200 Accumulation Index and aimed to outperform its benchmark over the longer term.
Recommended for you
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm.
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti.
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger generations to maintain a relationship.
The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting 10 per cent higher profit margins.
