Index and Portfolio Strategies
Rules-based strategies leveraging Salt Financial’s sophisticated risk analytics, including truBeta™. Helping investors, advisors, and portfolio managers by better targeting risk to meet their investment objectives and seek outperformance.
Salt Financial Indices (SFI) is a wholly owned subsidiary of Salt Financial. Select SFI strategies are available to license for exchange-traded funds, model portfolios, structured products, and other investing vehicles.
Core building blocks targeting specific levels of market risk using truBeta, a forward-looking forecast of market sensitivity we believe to be more accurate and responsive than traditional measures.
|Name||Index Ticker||truBeta||Last||Day||MTD||3M||YTD||Since Inception||Inception Date||Documents|
|Salt High truBeta™
US Market Index
|Salt Low truBeta™
US Market Index
|Salt Hi-Lo Risk
SFI Portfolio Strategies offer advisors and investors simple models featuring core truBeta building blocks in combination with third-party ETFs. They are designed to illustrate the power of truBeta as a portfolio construction tool to complement a core investment strategy.
All portfolios are rebalanced once on December 31st of each year, re-allocating to their initial asset allocations.
|Name||truBeta||Last||Day||MTD||3M||YTD||Since Inception||Inception Date|
20% High truBeta™
80% iShares 7-10 Yr Treasury (IEF)
35% High truBeta™
65% iShares Core
US Aggregate Bond (AGG)
30% High truBeta™
70% SPDR S&P 500 ETF (SPY)
Calculated as of Sep 19, 2019. All indices are administered by SFI with calculation services provided by Solactive AG. All Portfolio Strategies are managed and calculated by SFI using data provided by Bloomberg LP.
truBeta™ estimates are forecasts are based on Salt Financial analytics as of the calculation date.