If you assess client risk profiles as part of your asset allocation process, take a look at our full range of ETF model portfolios to fit any risk/return profile, all based on the proven Zacks ETF Rank.
Because we view ETFs primarily as instruments for asset allocation, it is essential that any recommendation scheme must combine the outlook for the underlying industry or asset class with the specific attributes of the individual ETF. That’s exactly what the Zacks ETF Rank does.
Our proprietary quantitative model provides a recommendation for each ETF in the context of our outlook for the underlying industry, sector, style box, or asset class. The Zacks ETF Rank also takes into account a number of fundamental and technical factors about the ETF, including expense ratio, holdings, yields and more.
Simplify your workload and save money using our ETF model portfolios, ideal for many of the most important asset allocation tasks:
Help current and potential clients prepare for their future through ongoing conversations and real-life examples. Zacks Planners allows you to create personalized retirement plans for every phase of life. Built into Advisor Tools, it’s easy to collaborate with clients and save alternate life scenarios for future reference.
