OCIO
ClearShares OCIO ETF
📎 Investment Objective
The ClearShares OCIO ETF seeks to provide investment exposure to a diversified portfolio of asset classes and investment strategies typically utilized by institutional investors and outsourced chief investment officers (OCIOs).
Overview
ETF tracking ClearShares OCIO ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The ClearShares OCIO ETF seeks to provide investment exposure to a diversified portfolio of asset classes and investment strategies typically utilized by institutional investors and outsourced chief investment officers (OCIOs).
🎯 Investment Strategy
The ETF invests in other ETFs to gain exposure to a range of asset classes including equities, fixed income, real assets, and alternative strategies. The fund's asset allocation and investment selection is actively managed by the fund's sub-advisor to seek to optimize risk-adjusted returns.
✨ Key Features
- Diversified multi-asset portfolio designed to mimic institutional OCIO investment approaches
- Actively managed asset allocation and fund selection by experienced sub-advisor
- Seeks to provide broad exposure to major asset classes and alternative strategies
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Exposure to the risks of the underlying asset classes and investment strategies
- Potential underperformance relative to the broader market or other investment approaches
- Reliance on the sub-advisor's investment selection and asset allocation decisions
- Lack of performance history to evaluate long-term results
👤 Best For
The ClearShares OCIO ETF may be suitable for investors seeking a diversified, multi-asset investment solution that aims to provide risk-adjusted returns similar to institutional OCIO portfolios. It may be appropriate as a core or satellite holding for investors with a long-term time horizon and moderate to high risk tolerance.