Fundamental Portfolio Solutions (FPS)
The investment world is evolving. And the timing couldn’t be better. As the needs and expectations of investors demand more customization than ever before, access to nuanced portfolio construction tools has never been greater. Consequently, the necessary myriad of investment offerings, from packaging to investment style, to asset class, has become increasingly layered. Yet, even in the face of greater complexity, portfolio construction choices have grown beyond the traditional binary debates.
What are Fundamental Portfolio Solutions?
Investors have greater access to nuanced portfolio construction tools than ever before.
The investment marketplace is more layered than ever before.
Investor needs and expectations are more customized than ever before.
Active, passive, fundamental, quantitative, thematic, core, satellite, alternative..
Portfolio style choices are no longer binary. A single portfolio can include all of the above.
We prefer to categorize them as not just investment styles but rather portfolio solutions.
Fundamental can mean both an investment style, and at its core, a foundational building block of a portfolio.
TrueShares provides portfolio solutions that can be utilized to anchor or reinforce the fundamental pillars of portfolio construction.
Many of which are fundamental in style, but all of which represent fundamental portfolio building blocks.
At TrueShares, we believe that all investment styles and asset classes represent potential portfolio solutions.
The question should no longer be active vs passive, or fundamental vs quantitative. Terms such as thematic, core, satellite or alternative were never meant to inspire cult followings. In fact, depending upon the investment objective, a properly constructed portfolio may include some, or all of these approaches. A coexistence that was once polarizing is now the key to fully harnessing the available capabilities of the investment marketplace in pursuit of one goal: an efficient portfolio properly constructed in accordance with a customized investment objective.
The TrueShares FPS ETF line-up was created to provide a variety of these portfolio solutions all under one brand. Solutions that can help investors and advisors alike anchor or reinforce some of the fundamental pillars of a portfolio.
Before investing, carefully consider the True-Shares ETFs investment objectives, risks, charges and expenses. Specific information about the True-Shares is contained in the prospectus and a summary prospectus, copies of which may be obtained by visiting true-shares.com. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
An investment in TrueMark ETFs involve investment risks, which may adversely affect the Fund's net asset value per share (“NAV”), trading price, yield, total return and/or ability to meet its objective. There is no guarantee that the investment objectives of any fund or strategy will be met. An ETF that focuses on one sector may undergo more price fluctuations than a fund that invests its assets more broadly. A fund could lose money, or its performance could trail that of other investment alternatives. For a complete description of risks associated with each Fund please refer to the prospectus.
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The TrueMark AI & Deep Learning ETF (AI ETF) is also subject to the following risks: Artificial Intelligence, Machine Learning and Deep Learning Investment Risk - the extent of such technologies’ versatility has not yet been fully explored. There is no guarantee that these products or services will be successful and the securities of such companies, especially smaller, start-up companies, are typically more volatile than those of companies that do not rely heavily on technology. Foreign Securities Risk -The Fund invests in foreign securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. Growth Investing Risk - The risk of investing in growth stocks that may be more volatile than other stocks because they are more sensitive to investor perceptions of the issuing company’s growth potential. IPO Risk - The Fund may invest in companies that have recently completed an initial public offering that are unseasoned equities lacking a trading history, a track record of reporting to investors, and widely available research coverage. IPOs are thus often subject to extreme price volatility and speculative trading. New Issuer Risk - Investments in shares of new issuers involve greater risks than investments in shares of companies that have traded publicly on an exchange for extended periods of time. Non-Diversification Risk - The Fund is non-diversified which means it may be invested in a limited number of issuers and susceptible to any economic, political and regulatory events than a more diversified fund.
The TrueMark ESG Active Opportunities ETF (ESG ETF) is also subject to the following risk: Environmental, Social, Governance Risk - Applying ESG and sustainability criteria to the investment process may exclude securities of certain issuers for non-investment reasons and may cause the Fund to forgo some market opportunities available to funds that do not use ESG or sustainability criteria. ESG considerations may affect its exposure to certain sectors and/or types of investments, and may adversely impact the Fund’s performance depending on whether such sectors or investments are in or out of favor in the market. In addition, the Fund’s investments in certain companies may be susceptible to various factors that may impact their businesses or operations, including costs associated with government budgetary constraints that impact publicly funded projects and clean energy initiatives, the effects of general economic conditions throughout the world, increased competition from other providers of services, unfavorable tax laws or accounting policies and high leverage.
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