XTF is an asset manager dedicated to helping investors achieve the full benefits of exchange traded funds (ETFs) through its ETF portfolio solutions. XTF provides investment strategies that help investors take advantage of the transparency, low-cost and tax-efficiency of ETFs.
XTF portfolios provide investors with a fully-diversified asset mix that aims to enhance returns and minimize risk through a unique combination of strategic and tactical asset allocation. XTF's portfolios are available in a broad spectrum of structures: unit investment trusts, separately managed accounts, open- and closed-end funds, variable insurance trusts, 401(k)s and all sub-advised vehicles.
Products include:
- ETF Tactical Portfolios: ETF model (risk-based) portfolios with graded levels of equity.
- ETF Target Date Portfolios: ETF model (lifecycle) portfolios with an asset allocation that automatically adjusts as the investor ages over time.
- ETF Sector Rotation and Country Rotation Portfolios: Two portfolios that tactically allocate assets into and out of sectors or countries based on a quantitative model and a strict buy and sell discipline.