Fund Management
WisdomTree Partners With Digital Advisory Solution Firm

The new portfolios will only be available to Key Investment Services financial advisors.
Asset management firm WisdomTree Investments has launched, in partnership with digital advisory solution firm IQCIO, the WisdomTree IQCIO Risk-Managed Model
The WisdomTree IQCIO Risk-Managed Model Portfolios, which range in investment risk profile from conservative, moderate and aggressive, are available only for Key Investment Services financial advisors through the Envestnet Wealth Management platform, as well as WisdomTree website, WisdomTree said in a statement.
The portfolios will incorporate market volatility into an innovative asset allocation process that seeks to mitigate losses and maximize risk-adjusted returns.
The models will combine WisdomTree’s investment approach with IQCIO’s Intelligent Portfolio Optimizer (“IPO”) for ETF selection and asset allocation, creating opportunities to add alpha for investors.
“Increasingly, we are hearing that investors are looking for ways to build their savings while defensively participating in the appreciation potential offered by equity markets,” said Luciano Siracusano, WisdomTree chief investment strategist. “The challenge is how to participate in the upside while mitigating losses during periods of high volatility.”
“In collaboration with the IQCIO team, our WisdomTree IQCIO Model Portfolios aim to deliver smarter solutions, capturing the key strengths of both organizations: WisdomTree’s innovative and differentiated smart beta solutions and IQCIO’s quantitative approach to portfolio management,” Siracusano continued.