Next Generation of Solutions Based ETFs: Tactical Asset Allocation Combined with Income
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments — increasing demand for alternative means of income generation that can also provide a dynamic and tactical approach to asset allocation.
Solutions based ETFs have grown tremendously in recent years to meet this demand. In this webinar, Thomas Campbell, Managing Partner and Portfolio Manager at STF Management, discusses the unique, yet simple approach, he has built and developed to meet the asset allocation needs of clients. Additionally, Jay Gragnani, Head of Client Engagement at STF Management focuses on how this asset allocation approach can be delivered in a tax-efficient way to clients — while providing high, monthly income.
STF Management Press Release:
New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq Exchange (prnewswire.com)
- Why rules-based investing is critical in the current market environment.
- Learn how the TUG (Tactical Unconstrained Growth) methodology helps navigate equity volatility by toggling between equity and fixed income exposures.
- Understand how the institutional adoption of the “TUG” methodology has increased over time.
- Examine how a tactical asset allocation strategy, like TUG, can be enhanced with an options overlay for monthly income.
- The ETF wrapper provides a tax-efficient vehicle to deliver income solutions for clients.
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About
STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.