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| Portfolio Index Evolution — The Evolution of Mutual Fund Investing |
| Portfolio Index Evolution (PIE) is a unique new portfolio management service. It uses up to 30 exchange-traded index funds to create diversified, tax-efficient Mutual Funds. Using a cross-section of index methods and styles, the PIE portfolios avoid the guesswork, style drift, tracking error, high trading fees, management turnover, and asset weight surprises that tend to affect actively managed fund portfolios. |
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| Indexing Strategy – Reduced Costs Mean You Keep More of Your Returns |
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Average
Equity Fund– Costs Suppress Returns |
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| Key investment benefits |
The PIE portfolios are constructed with a well-defined asset mix, using baskets of publicly traded, highly liquid exchange traded index funds.
- Diversified by size (large cap, mid cap, and small cap equity index funds are all represented).
- Diversified by style (growth, value, and blended styles are used to achieve optimal diversification and risk mitigation).
Portfolios are rebalanced following a sell high/buy low philosophy to ensure target asset weightings are maintained. And managers may use option-writing strategies to enhance income and further hedge against downside risk. |
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| Extensive research has demonstrated that the indexing style of portfolio construction is more likely to outperform an active fund management style.
Historical data show that over 10 year periods, the indexing style is likely to outperform
90% of active managers.
The PIE Funds use a highly disciplined indexing style of portfolio construction. |
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PIE portfolios focus on getting the asset mix right.
Research has shown that asset mix is responsible for 98% of portfolio return. The PIE portfolios are designed with well-defined asset mixes targeting every part of the risk/return spectrum.
Ask your advisor about PIE portfolios to match your personal objectives and risk-tolerance level. |
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