It has been a volatile start to the 2022 year; the LSA committee will be implementing model updates to the mutual fund and ETF models. These changes will only impact the models listed at this time. As bonds continue to struggle and inflation fears continue to grow, the committee believes the updates will help with posturing the models for what could continue to be a difficult year for both bonds and equities. Due to the recent weakness in fixed income and growth, we will be making some changes in an effort to help models find good risk adjusted upside. Below you will find a breakdown of the upcoming changes:
Posted Monday, March 28th – Private Client, PC Tax Efficient, PC Traditional, PC Blended, ETF, BME and CBP – targeted model update – Monday, April 4th.
Posted Wednesday, March 30th – PC Income Strat, PC L100k, PC IQ, SRI, and ETF Tactical – targeted model update – Wednesday, April 6th.
*Next Round will be posted on April 1st, and will include the rest of the mutual fund models as well as updates to the variable annuity models.
*The mutual fund model revisions impact the NTF models as well.
*As a reminder, the Revision Explanation Presentation/Video will be posted in the “Portfolio News” section on each of the platform home pages.