Top Portfolio Products: New Utility, Infrastructure ETFs

CMG Capital Management Group announced that it has launched the CMG Global Equity Fund (A shares, GEFAX; I shares, GEFIX). The fund’s portfolio consists of 50 global stocks believed to demonstrate consistent earnings, financial strength and a track record of stable management and with the potential to deliver consistent long-term results. It includes a risk management overlay strategy that attempts to identify periods of high risk in global equity markets and hedge equity exposure though active volatility management.

AlphaSimplex Group is the subadvisor responsible for the fund’s active volatility management; Dr. Andrew Lo and Dr. Alexander Healy of AlphaSimplex Group will serve as portfolio managers. The fund is available on all major brokerage platforms including Fidelity/NFS, Pershing, Schwab, TD Ameritrade and Trust Company of America.

3) Docupace Technologies Announces Transition Assistant

Docupace Technologies has unveiled Transition Assistant, its new advisor transition service. The solution enables advisors to store all their previous records plus new transition records in a secure, temporary repository that feeds directly to the broker-dealer or custodian they are joining, once they’ve received regulatory approval. All forms can be prepopulated directly from the advisor’s client database.

For advisors who already have records stored with a third-party provider, Docupace will work with them to map their existing electronic records into the transition repository. Transition Assistant serves to reduce the labor and mailing costs associated with transitions and results in a fully auditable process. In addition, Docupace provides a transition specialist to act as the primary contact and guide for the transitioning advisor throughout the process.

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Read the May 30 Portfolio Products Roundup at AdvisorOne.