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.
Our professional clients understand that our ETF model portfolios can help them simplify their workload and save money. Even better, our model portfolios are ideal for many of the most important asset allocation tasks:
May 2019 through June 2023
With Zacks Planners in Advisor Tools, you can collaborate with clients to develop truly personalized retirement plans. This easy‑to‑use planner incorporates our Monte Carlo Asset Allocation Tool to mediate your first client interaction and help you set the best debt/equity mix, using our full range of ETF model portfolios for any risk/return profile.