FolioBeyond’s flagship fixed income strategies are available on Envestnet:
FolioBeyond’s advanced multi-factor fixed income model in an SMA format and
FolioBeyond’s Alternative Income and Interest Rate Hedge ETF (ticker: RISR) as a direct ETF investment.
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Envestnet’s mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.
FolioBeyond has partnered with Tidal Financial Group, to launch and manage an innovative Alternative Income and Interest Rate Hedge ETF (ticker: RISR) designed to generate high current income while providing interest rate protection. Both institutions and retail investors can utilize RISR to enhance portfolio income and reduce risk in fixed income and equity portfolios. RISR invests primarily in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds.
Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs. Tidal enables and democratizes the ability to launch, operate and grow ETFs for anyone in the investment community. The ETF platform offers a true “ONE STOP SHOP” fiduciary solution for asset managers.
VettaFi, a publisher and developer of proprietary and custom indexes, has partnered with FolioBeyond to produce the “S-Network FolioBeyond Optimized Fixed Income Index (the “Index”)”. The construction of the Index utilizes FolioBeyond’s proprietary algorithms to create a highly investable investment benchmark for investment advisors, wealth managers and other types of asset managers to provide their clients with a core Fixed Income allocation that has historically outperformed its benchmark, the Bloomberg Barclays U.S. Aggregate Bond Index. VettaFi delivers the index to its TAMP (Turnkey Asset Management Platform) relationships, which, in turn, provide the Index data to a large universe of asset management clients who subscribe to VettaFi’s services.
VettaFi was created by unifying complementary businesses who shared a common vision for client success, the value of relationships, and the importance of data. In May 2022, the teams from ETF Trends, ETF Database, Alerian and S-Network Global Indexes merged to form VettaFi. In October 2022, VettaFi acquired Advisor Perspectives, the leading publisher for registered investment advisors, wealth managers, and financial planners.
Goldman Sachs Advisor Solutions
FolioBeyond’s fixed income model portfolios and AI-powered equity income strategies are available on Goldman Sachs Advisor Solutions, a leading industry platform managed by Goldman Sachs. The platform delivers complete solutions to financial advisors, professionals, institutions, and their clients by providing a turnkey, comprehensive brokerage and custody solution. Their focus on investment innovation has enabled them to build a leading platform for low-cost diversification, suitable for clients of any size.
FolioBeyond has been collaborating with Boosted.ai to develop and implement state-of-the art equity strategies using an advanced suite of AI and machine learning tools. The current suite of strategies developed in partnership include income focused long and long/short equity strategies and growth oriented strategies. Boosted.ai is an artificial intelligence company that puts quant tools in the investment manager’s hands. Boosted.ai allows fundamental and quantitative institutional investors to create customized models tailored to their strategy that learn and identify patterns to generate additional opportunities or help mitigate risk.
FolioBeyond has partnered with BXIndex to offer direct indexing exposure to FolioBeyond’s Dynamic Volatility Fixed Income Model. BXIndex amplifies the power of direct indexing through better indexes that are designed to be far more compact than typical offerings in the marketplace. BXIndex collaborates with a variety of index creators using an open architecture approach that allows for seamless creation of tailored portfolio solutions for clients. FolioBeyond’s multfactor Dynamic Volatility Fixed Income Model has been created as an index in collaboration with Indexone.
FolioBeyond, in collaboration with VettaFi, has partnered with C8 Technologies, the first global marketplace for asset owners, funds, banks and index providers, to offer the S-Network FolioBeyond Optimized Fixed Income Index (“SNFBFI”) on its direct indexing platform. This enables advisors to use the C8 platform to directly trade our strategy’s underlying sub-sector fixed income ETFs, gaining access to institutional-grade investment models at a lower cost than traditional broker-specific solutions. Clients execute the trades through their existing broker or bank, rather than committing their capital in advance to a fund or structured product.
