Core Plus ETF Strategy

CLS typically allocates Core Plus ETF portfolios among 10 to 15 diversified ETFs according to each investor’s individual Risk Budget. Portfolios will mostly hold core asset class ETFs, with some smaller satellite positions in ETFs focused on specific sectors, countries, and alternative assets.

CLS considers ETFs to be an ideal complement to our Risk Budgeting Methodology because of their multitude of potential benefits, including transparency, intra-day trading, lower cost, diversification, and more.