WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of global markets and asset allocation – a distinct process from the traditional index approach.
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CORBU x WT PolyMacro Model Portfolios are designed using CORBU’s proprietary “bottoms-up macro” thematic framework. This dynamic, data-driven process creates model portfolios that seek to exploit both strategic and tactical investment opportunities from a macroeconomic, geopolitical and national security perspective.
“CORBU’s experience on global economics and policy, combined with our innovative model trading and implementation platform, allows investors to harness the ever-evolving investment landscape in a forward-thinking way,” said Thomas Skrobe, Head of Product Solutions at WisdomTree. “This collaboration reinforces our dedication to help financial advisors deliver customized portfolios to their clients that in turn enables them to maximize efficiency and growth.”
The CORBU x WT PolyMacro Model Portfolios will be available through the WisdomTree Portfolio and Growth Solutions platform. Designed for low turnover and driven by a continuous research process, materials summarizing the results of proprietary research that supported the model portfolio construction process will be made available on the platform. The current PolyMacro Model has three investment themes at its core:
- Re-Regionalization: One of the major economic trends in the post-COVID world is “friend-shoring” to “de-risk” supply chain vulnerabilities, particularly with China. Countries in North America and Eastern Europe have been the beneficiaries of “near-shoring” efforts by the manufacturing and industrial sectors – now reluctant to commit further capital in China.
- Return of the Alliance: Allies across Europe and Asia are critical to sustained U.S. global leadership across the economic, security, and technology frontiers. This renewed focus on the treaty allies and partners will be a key component of all ex-U.S. investment allocations.
- From the Fed’s PoV: The Federal Reserve is trapped in a “Price over Volume”, or PoV, spiral. PoV has led corporate management teams to prioritize maintaining margins rather than expanding market share. This dynamic will continue to drive volatility in U.S. monetary policymaking.
“The CORBU x WT PolyMacro Model Portfolios are the first collaboration of its kind to integrate geopolitics, policy, and global macro analysis into an actionable investment framework, and we’re excited to partner with WisdomTree in this innovative direction,” said Renè Aninao, the Managing Partner of CORBU.
Samuel Rines, CORBU Managing Director and the Portfolio Manager for the CORBU x WT PolyMacro Model Portfolios notes that “WisdomTree’s active, differentiated suite of ETFs and Portfolio and Growth Solutions provide us with a unique capability to execute models in a cost-efficient manner, equipping investment advisors with the tools to navigate any market environment.”
Model rebalancing and trading will be provided by Adhesion Wealth, a provider of outsourced investment management solutions, giving their advisor clients direct access to a platform that will deliver a more customizable approach with advisor input. WisdomTree’s Portfolio and Growth Solutions platform enables advisors to prioritize customizable brand practices and fact sheets, investment design of models, and efficiencies across implementation, trading and tax transitions, which can serve as a springboard toward their growth.
CORBU x WT PolyMacro Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. The CORBU x WT PolyMacro Model Portfolios and any related content are for informational use only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any CORBU x WT PolyMacro Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any CORBU x WT PolyMacro Model Portfolio, any particular security or any particular strategy.
The CORBU x WT PolyMacro Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. The CORBU x WT PolyMacro Model Portfolios do not take into account an individual’s financial circumstances. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The CORBU x WT PolyMacro Model Portfolios should not be relied upon as a sole basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial professional before making an investment decision. Your investment advisor may or may not implement CORBU x WT PolyMacro Model Portfolios in your account.
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The CORBU x WT PolyMacro Model Portfolios do not constitute research, are not personalized investment advice or an investment recommendation from WisdomTree to any client of a third party financial professional, and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use the CORBU x WT PolyMacro Model Portfolios. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: your investment advisor, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors.
WisdomTree is not responsible for determining the appropriateness or suitability of the CORBU x WT PolyMacro Model Portfolios, or any of the securities included therein, for any client of a financial professional. Information concerning the CORBU x WT PolyMacro Model Portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the CORBU x WT PolyMacro Model Portfolios. WisdomTree is also not responsible for determining the suitability or appropriateness of a strategy based on the CORBU x WT PolyMacro Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree, and the information included herein has not been verified by your investment advisor and may differ from information provided by your investment advisor. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange-traded Funds and management fees for our collective investment trusts.
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