Introducing the Covestor smart beta portfolios

As a premier online investment marketplace, our mission at Covestor is to provide a comprehensive array of portfolio choices at the lowest possible cost to help investors meet their financial goals.

We’re always looking to enhance our portfolio lineup to better serve investors.

That’s why we have introduced Covestor Smart Beta portfolios managed in-house by our investment management team led by Chief Investment Officer Sanjoy Ghosh.


Powerful trend

Smart beta investment strategies are one of the most popular and powerful trends in investing.

Rather than rely on the traditional approach of blindly weighting a passive index tracker with stocks by market-capitalization, the Covestor Smart Beta portfolios are calibrated for specific stock features and performance metrics designed to deliver a better risk and return trade-off.

If your goal is to achieve a risk-return profile that is possibly more attractive than passive index trackers like SPDR S&P 500 ETF Trust, and more transparent and less costly than actively managed mutual funds, you should consider Covestor in-house managed portfolios.

Here’s why:

Low Cost: With an 8 basis point management fee, Covestor Smart Beta portfolios are competitive with existing products in the marketplace.

Factor Tilts: These portfolios are designed for exposure to desirable stock characteristics, or factors, such as robust growth, valuation, quality, and dividends that have been back tested. Portfolios are also well diversified across sectors.

Rules-Based: The Covestor Smart Beta product has filters to screen out undesirable stocks and a repeatable rules-based framework to determine position allocations.

Auto-Rebalancing: Portfolios are rebalanced quarterly; stocks sold are replaced by new ones with more attractive characteristics.

Transparency: Investors have immediate, online access to information on holdings, trades and performance.

Low Minimums: Portfolios have low investment minimums of just $5,000 through use of fractional shares.

Investment Pros: The team managing these portfolios employs quantitatively-oriented equity strategies that compete with actively-traded funds in a disciplined manner and at a lower cost to investors.

The new Covestor Smart Beta Portfolios are our latest effort to bring the benefits of technology and transparency to our clients. We’re building an asset management company that caters to the needs of savvy self-directed investors.

Interested in finding out more? You can learn more about Covestor, or try our services with a free trial account.

Disclaimer: Covestor’s Smart Beta Portfolios are not Exchange-Traded Funds or mutual funds but are portfolios made up of individual stock holdings. These portfolios mainly invest in stocks and may not be suitable for all investors. You may lose all or part of investments in these portfolios, and their past performance is no guarantee of future results. You may find additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with these portfolios (along with Covestor’s full disclosures) on the Forms and Agreements page at Covestor Ltd. is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. Brokerage services are provided to Covestor clients by Interactive Brokers LLC, an SEC-registered broker-dealer and member NYSE/FINRA/SIPC and a Covestor affiliate.

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