PRECISIONCORE
ETF Portfolio Models
Best-Of-Breed Core Solution
Achieving your most important goals shouldn’t depend on guesswork, gut instincts, emotions or unnecessary risks.You need a solid, globally-diversified core portfolio solution designed to put the power of markets around the world to work for you.
Symmetry Partners’ PrecisionCore® provides smart, global diversification via lower-cost Exchange Traded Funds (ETFs). Backed by some of the world’s most noted money managers, PrecisionCore provides a complete portfolio solution.
PrecisionCore Managers
PrecisionCore funds are advised by Symmetry Partners and primarily managed by noted managers.
Symmetry is not affiliated with Avantis Investors, Dimensional Fund Advisors, iShares by Blackrock, SPDRs, or Vanguard.
Broadly Diversified
Cost Conscious
Process Driven
Tax Aware
Transparent
Flexible
evidence-based
Discover The Power of PrecisionCore ETF Portfolios
Achieving your most important goals shouldn’t depend on guesswork, gut instincts, emotions, or unnecessary risks.
You need a solid, globally diversified core portfolio solution designed to put the power of markets around the world to work for you.
Symmetry’s PrecisionCore aims to provide smart, global diversification via lower-cost Exchange-Traded-Funds (ETFs). Backed by some of the world’s most noted money managers, PrecisionCore provides a complete portfolio solution.
globally-diversified
Investing Should Be Objective
Achieving your most important goals shouldn’t depend on guesswork,
gut instincts, emotions or unnecessary risks.
You need a solid, globally-diversified core portfolio solution designed to put the power of markets around the world to work for you.
Symmetry’s PrecisionCore provides smart, global diversification via lower-cost Exchange Traded Funds (ETFs). Backed by some of the world’s most noted money managers, PrecisionCore provides a complete portfolio solution.
Curated approach
Putting the Factors of Return to Work for You
Putting the Factors of Return to Work for You
A core component of our evidence‑based approach is the intentional use of factors of return—characteristics of stocks and bonds identified by decades of financial research as having the potential to enhance returns and manage risk over time.
Just as portfolio outcomes depend on more than asset allocation alone, we believe factor diversification is essential to a sound long‑term investment experience. Because no single factor outperforms in all market environments, our strategies maintain a long‑term focus and emphasize broad factor exposure rather than short‑term performance. We apply these insights by constructing portfolios that favor securities exhibiting academically validated characteristics, reinforcing discipline and consistency across market cycles.
* Please be advised that adding these factors may not ensure increased return over a market-weighted investment and may lead to underperformance relative to the benchmark over the investor’s time horizon. Information regarding these factors can be found on the back page.
Diversification seeks to improve performance by spreading your investment dollars across various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market.
Investment Factors We Target
Market
Stocks tend to outperform bonds
Value
Cheap stocks and bonds tend to outperform expensive stocks
Quality
Stocks and bonds of high-quality companies tend to outperform those of low quality companies
Interest Rate Risk
Bonds with longer durations or maturities tend to outperform shorter-term bonds
Size
Small company stocks tend to outperform those of large companies
Momentum
Stocks and bonds that outperform in the near term tend to continue to do so
Minimum Volatility
Minimum volatility stocks tend to offer better risk-adjusted returns than high volatility stocks. Shorter maturity / lower volatility bonds tend to have better risk-adjusted returns than longer maturity / higher volatility bonds
Credit Risk
Bonds with lower credit quality tend to outperform bonds of higher credit quality
PrecisionCore Models
These model fact sheets provide an overview of the investment strategy, investor profile, as well as historic model returns for Symmetry’s PrecisionCore ETF Models.
PrecisionCore Tax-Managed Models
These model fact sheets provide an overview of the investment strategy, investor profile, as well as historic model returns for Symmetry’s PrecisionCore ETF Models.
Ready to Get Started?
Discover the power of true partnership. Get in touch with one of our regional directors today.
This material is for educational purposes and its intended use is for financial professionals.
** RISK DISCLOSURE
Diversification seeks to improve performance by spreading your investment dollars across various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market.
DIFFERENT TYPES OF INVESTMENTS AND/OR INVESTMENT STRATEGIES INVOLVE VARYING LEVELS OF RISK, AND THERE CAN BE NO ASSURANCE THAT ANY SPECIFIC INVESTMENT OR INVESTMENT STRATEGY WILL BE EITHER SUITABLE OR PROFITABLE FOR YOUR PORTFOLIO.
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or exempted or excluded from registration requirements. Registration with the US SEC or any state securities authority does not imply a certain level of skill or training. Symmetry charges an investment management fee for its services. All Symmetry fees can be found in the Symmetry ADV Part2A located on the website at www.symmetrypartners.com. Past Performance does not guarantee future results. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product, or any non-investment related content, referred to directly or indirectly in this material will be profitable, or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.
Please check with your firm’s Compliance and/or OSJ for usage requirements.
