Our Services
Aspire provides non-discretionary advisory services to financial institutions through our model portfolios
Through its investment advisory services, which include investment analysis and market perspectives, Aspire seeks to bring greater clarity and deeper knowledge to financial institutions.
Aspire’s portfolio management team may utilize, to varying degrees over time, assorted proprietary tools, third-party research/applications, and other quantitative and qualitative factors that are tailored to the client’s risk tolerance, investment time horizon, and investment objectives. Aspire’s flagship core offerings consist of 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.
Model Allocation Portfolios (MAPs)
MAPs are fund-based model portfolios tailored to various risk profiles to cover a broad spectrum of investment goals.
Investment Process
The investment team leverages quantitative tools to evaluate various asset allocations by combining qualitative forward-looking views with historical risk and return data. The Portfolio Strategy Committee meets regularly to review and discuss the global market outlook and macroeconomic environment. They continually monitor the MAPs, review the asset allocation strategy, and make changes when deemed appropriate.
Dynamic Asset Allocation Approach
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
Aspire conducts independent research and analysis to identify funds that are optimal for inclusion in the MAPs, select funds across different managers that characterize each asset class for the model, and leverage different fund families to reduce concentration risk.
