Neo Risk ETF Managed Account Program

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PROGRAM INTRO
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INVESTMENT STRATEGY
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PRESENTATIONS AND
MONTHLY
UPDATES
 

PROGRAM INTRO

Our ETF Managed Account Portfolio (MAP) Program combines the efficiency, cost and performance advantages of Exchange Traded Funds (ETFs) with the managed account technology of Interactive Brokers.  We manage bespoke, globally diversified, dynamically risk-managed, liquid portfolios on behalf of investors directly in their own accounts.

 

INVESTMENT STRATEGY

The MAP achieves its investment objective by investing in a select group of global equity and bond ETFs held in the investor’s own account and risk-managed directly by Neo Risk utilizing online managed account technology.

We use dynamic, risk-based portfolio allocation models monitored on an on-going basis to deliver superior risk-adjusted returns given an investor-targeted optimal risk level.

 
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