WisdomTree and PIMCO Collaborate on ETF Model Portfolios

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NEW YORK, Oct. 12, 2018 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, and PIMCO, a leading global investment management firm, announced today that the two firms are collaborating on three WisdomTree ETF model portfolios in which PIMCO’s fixed income ETFs will be added. These ETF model portfolios are available to advisors in the Model Market Center on the TD Ameritrade Institutional Platform and through AdvisorEngine.

“We’re thrilled to collaborate with PIMCO, a leader in fixed income investing, to provide advisors with best-in-class model portfolios. WisdomTree is focused on developing solutions that align with advisor preferences – for instance, we know advisors typically prefer to use investment products from multiple managers and, as a result, we’ve prioritized taking an open architecture approach when it comes to our models,” said Tom Skrobe, WisdomTree Head of Client Solutions.

Eric Mogelof, MD, Head, U.S. Global Wealth Management for PIMCO, added, “We are excited that ETFs from PIMCO’s suite will be included in WisdomTree’s models. We believe that financial advisors will benefit from this collaborative effort.”

Financial advisors are increasingly utilizing model portfolios that are created in-house or by third-party asset managers. There are a variety of reasons an advisor may want to use model portfolios as a resource as they seek to achieve their clients’ financial goals. Even with sophisticated in-house tools and expertise, building and analyzing portfolios can take a significant amount of time and other aspects of an advisor’s services can often take higher priority.

Skrobe continued, “ETF model portfolios allow advisors to access cutting-edge portfolio construction tools with the potential ability to manage assets in a more efficient way. As a result, advisors can spend more time building quality relationships with clients and prospects.”

WisdomTree’s ETF model portfolios are designed to give investors a unique way to access the global markets, going beyond basic market-cap weighted indexes. With risk profiles ranging from conservative to aggressive, the models incorporate WisdomTree’s Modern Alpha™ approach, combining the outperformance potential of active management with the benefits of the ETF structure.

Learn more about WisdomTree’s ETF model portfolios .

TD Ameritrade is separate from and not affiliated with WisdomTree or PIMCO and has not been involved in the verification of this material and is not responsible for, nor any endorsement of services, opinions, facts, products or policies should be inferred.

Material made available through the Model Market Center is provided by third-party Model Managers who are separate from and unaffiliated with TD Ameritrade. TD Ameritrade has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. TD Ameritrade assumes no responsibility for any fact, recommendation, opinion or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Availability of specific managers and/or models should not be considered an endorsement or recommendation by TD Ameritrade. Users of Model Marker Center are responsible for all upfront and ongoing manager and model due diligence.

TD Ameritrade receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.

Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.  Used with permission.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

With offices in New York City and Raleigh, NC, AdvisorEngine continues to innovate to keep advisors at the forefront of wealth management. For more information, please visit .  

WisdomTree Investments, Inc. is the sole owner of WisdomTree Asset Management, Inc., a registered investment adviser, and is a substantial minority owner of AdvisorEngine Inc. WisdomTree Investments, Inc., and/or its affiliates has a financial interest in AdvisorEngine and its business. As a technology company, AdvisorEngine provides access to award-winning tools and is compensated for providing such access.

More news and information about WisdomTree Investments, Inc.

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Globe Newswire: 14:05 GMT Friday 12th October 2018

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