Our Services
Aspire seeks to bring greater clarity and deeper knowledge to financial institutions through its investment advisory services, which include model portfolios, manager research, and macro-market perspectives.
Aspire Core ETF MAPs
Model Allocation Portfolios (MAPs) are long-term investment strategies tailored to various risk profiles to cover a broad spectrum of investment goals. Our flagship offering, the Aspire Core ETF MAPs, is a suite of eight multi-asset model portfolios implemented with ETFs that range from 20% equity / 80% fixed income to 90% equity / 10% fixed income.
For illustrative purposes only. The numbers above represent the equity/fixed income allocation (e.g. 20/80) and investment time horizon (e.g. 3-5 years).
Dynamic Asset Allocation Approach
Aspire’s Portfolio Strategy Committee continuously monitors the MAPs. The team meets regularly to review and discuss the macroeconomic outlook, market valuations, MAPs positioning, and if changes are appropriate. As part of the MAPs review process, Aspire leverages robust quantitative tools that combine qualitative forward-looking views with historical risk and return data to evaluate asset allocation scenarios for consideration.
Investment Process
Dynamic asset allocation combines a strategic, long-term approach with some tactical tilts. This blended approach seeks to adjust positioning considering major macroeconomic events and shifting market cycles, while maintaining a long-term view.
Open Architecture Fund Selection
As an independent, unaffiliated investment adviser, Aspire conducts research and analysis to identify funds that are optimal for inclusion in the MAPs. We select funds that characterize each asset class within model portfolios while striving to diversify across managers and sponsors to reduce concentration risk.
Manager Research
As an independent, unaffiliated investment adviser, Aspire brings a depth of expertise to manager research and fund selection. Using our proprietary screening criteria and structured due diligence processes, we identify asset managers and strategies whose performance and investment objectives align with the goals of our clients.
Customized Model Portfolios
Aspire may develop Customized Model Portfolios for prospective or existing clients. These bespoke portfolios are constructed and tailored to the criteria specified by clients such as investment objectives, investment restrictions, preferred managers and investment vehicles among others.
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This material is for informational purposes and is prepared by Aspire, is not intended to be relied upon as investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Diversification and asset allocation do not ensure a profit or guarantee against loss. The opinions expressed are as of date of publication and are subject to change. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice. Investing involves risk including possible loss of principal.