Discover RGBM ETF: Diversification That Clients May Actually Stick To
Tired of Clients Chasing Returns?
Learn how Return Stacked® Global Balanced & Macro ETF (RGBM) aims to provide diversification in a way that helps manage client (mis-)behavior.
As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong.
RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy. This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to.
In this webinar, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.
- How RGBM seeks to provide diversification that can help clients stay invested, even when traditional assets are performing well.
- The power of 'return stacking': Combining a global balanced allocation & a systematic macro strategy.
- Why systematic macro may improve portfolio performance during equity drawdowns and inflationary periods.
- How to use RGBM as an overlay to your strategic portfolio for capital efficiency.
This webinar may be suitable for: Investment professionals and financial advisors seeking innovative solutions for client portfolio diversification and behavioral risk management.
Case #c0400c73-3afd-4bae-b7fc-c9925d6cee6e
Return Stacked® Global Balanced & Macro ETF (“RGBM” or the “ETF”) is an alternative mutual fund, as such, RGBM is permitted to invest in asset classes or use investment strategies that are not permitted for other types of mutual funds. RGBM uses leverage and derivative instruments to stack the returns of a global balanced strategy with those of a systematic macro strategy which can magnify gains and losses.
Past Performance is not a guarantee of future results.
Commissions, management fees, performance fees and operating expenses may all be associated with an investment in RGBM. The ETF is not guaranteed, its value changes frequently and past performance may not be repeated. The ETF Facts and prospectus contain important detailed information about the ETF. Please read the relevant documents before investing.
LongPoint Asset Management Inc. (“LongPoint”) is the Investment Fund Manager of RGBM.
ReSolve Asset Management Inc. (“ReSolve Canada”) is the Portfolio Manager of RGBM.
ReSolve Asset Management SEZC (Cayman) (“ReSolve Global”) is the Portfolio Sub-Advisor of RGBM.
Newfound Research LLC (“Newfound”) is a Co-Promotor of RGBM.
Certain statements may constitute a forward-looking statement, including those identified by the expression “expect” and similar expressions (including grammatical variations thereof). The forward-looking statements are not historical facts but reflect the author's current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. These and other factors should be considered carefully and readers should not place undue reliance on such forward-looking statements. These forward-looking statements are made as of the date hereof and the authors do not undertake to update any forward-looking statement that is contained herein, whether as a result of new information, future events or otherwise, unless required by applicable law.
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.
All comments, opinions and views expressed are generally based on information available as of the date of publication and should not be considered as advice to purchase or to sell mentioned securities. Before making any investment decision, please consult your investment advisor or advisors.
All data contained herein is provided “as is” and LongPoint, ReSolve Canada, ReSolve Global and Newfound make no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. LongPoint, ReSolve Canada, ReSolve Global and Newfound expressly disclaim any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose.