Investment Solutions
Combination Strategies
Fortis Portfolio Strategies has combination strategies for investors that want to use Stocks and ETF instruments. We seek to provide the benefits of indexing with strategic stock selection, believing that this diversification will allow investors to participate in broad market participation through indexing and narrow stock selection.
Get the best of both worlds. We allow advisors to combine our most popular strategies into one account, avoiding the hassle of opening two accounts. You can achieve more diversification, and allow investors to experience owning both stocks and ETFs.
The strategy draws upon the methodology used to build our stock and ETF portfolio strategies: the Fortis Leaders Double Play and Fortis Leaders 50 Stock Strategy.
The stock component invests into large and mid-cap companies we believe to be industry leaders, selected based on technical and fundamental characteristics to create a ranking score at the sector and individual stock level. The discipline of the strategy prescribes that no sector will supersede its percentage allocation of more than 150% of its weighting to the S&P 500. Additionally, target weightings for each of the fifty underlying stock holdings are 2%, never exceeding 5% of the total portfolio value. There is no maximum or minimum stock or cash allocation restriction.
The ETF component gives access to investors seeking to control risk through a dynamic risk conscience approach to investing in the four broad asset allocations of Equities/Fixed Income/Commodities/Cash through ETF Investing. No limitations imposed on the percentage allocation to Equity, Fixed Income, or Cash. Commodity allocation cannot exceed a maximum of 20%
More Fortis Strategies
Our proactive risk controlled strategies aim to stay a move ahead of the markets.
Stock Strategies
Research-based portfolio options to cater to a client's audience with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Fortis Leaders 50 Stock Strategy
Fortis Alpha 40 Stock Strategy
ETF Strategies
Active/Passive Exchange Traded Funds that adjust based on market signals with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Global:
- Fortis Active/Passive Global ETF 100% Max Equity Exposure
- Fortis Active/Passive Global ETF 80% Max Equity Exposure
- Fortis Active/Passive Global ETF 60% Max Equity Exposure
- Fortis Active/Passive Global ETF 40% Max Equity Exposure
U.S.
- Fortis Active/Passive US ETF 100% Max Equity Exposure
- Fortis Active/Passive US ETF 80% Max Equity Exposure
- Fortis Active/Passive US ETF 60% Max Equity Exposure
- Fortis Active/Passive US ETF 40% Max Equity Exposure
Combination Strategies
Sometimes two heads are better than one. The same goes for investment strategies, with the aim of optimizing returns with a risk-conscious approach.
Current Offerings:
Fortis Leaders 50 Stock and Global ETF:
- Fortis Double Play Leaders 50 Strategy 100% Max Equity
- Fortis Double Play Leaders 50 Strategy 80% Max Equity
- Fortis Double Play Leaders 50 Strategy 60% Max Equity
- Fortis Double Play Leaders 50 Strategy 40% Max Equity
Fortis Leaders 50 and US ETF:
- Fortis U.S.Double Play Leaders 50 Strategy 100% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 80% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 60% Max Equity
- Fortis U.S.Double Play Leaders 50 Strategy 40% Max Equity
Fortis Leaders 50, Fortis Alpha 40, Global ETF:
- Fortis Triple Play Strategy 100% Max Equity
- Fortis Triple Play Strategy 80% Max Equity
- Fortis Triple Play Strategy 60% Max Equity
- Fortis Triple Play Strategy 40% Max Equity
Quant Models
Aim: Optimize returns with risk compensation approach.
Quant Stock Strategies
Smart Beta Factor Strategy
Alpha Capture Strategy
Tax Efficient Strategy
Global Stock Strategy
Small Cap Stock Strategy
Faith Based Strategy
ESG Strategy
Quant ETF Strategies
Sector Rotation ETF Strategy
Alpha Capture ETF Strategy
Real Assets Defensive ETF Strategy
International ETF Strategy
Yield Optimizer ETF Strategy
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Offer this level of strategy to your clients by working with Fortis.
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