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Portfolio > Portfolio Construction

Advyzon Adds Riskalyze Access to Its Advisor Portal: Portfolio Products

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Cloud-based financial advisor technology platform Advyzon announced an integration with Riskalyze. This integration allows for Advyzon users to log in to their Riskalyze account through Advyzon’s CRM and view their clients’ Risk Numbers within the Advyzon portal.

“At Advyzon, we pride ourselves on keeping our ears to the ground, listening to what advisors want and working to improve their experience and the service they provide to their clients,” said Advyzon President of Client Services Dirk Pearson. “As a large number of our advisors have asked for a risk feature, we saw an integration with Riskalyze as a huge opportunity to make their lives easier and streamline the way they manage their clients’ portfolios.”

Advisors who use Advyzon now have single sign-on access to their Riskalyze account through the Advyzon platform, as well as access to their clients’ Risk Numbers in their client-account page. Once users initiate the integration and access their Riskalyze account, they will be able to easily navigate between the two platforms as well as view client and target risk scores within their client page.

According to Riskalyze CEO Aaron Klein, ”advisors will be able to see client Risk Numbers at a glance while they are using the Advyzon platform, and keep risk at the center of those conversations to make sure clients stay on the right track.”

This integration is available to all Advyzon advisors who use Riskalyze.

American Beacon Advisors Expands Fund Lineup

American Beacon Advisors launched the American Beacon Tocqueville International Value Fund (Institutional: TOVIX; Investor: TIVFX; Y: TOVYX).

The fund, which was first launched by Tocqueville Asset Management in 1994, uses a bottom-up selection process that focuses on achieving long-term capital appreciation consistent with preservation of capital.

The American Beacon Tocqueville International Value Fund is the first partnership between American Beacon and Tocqueville Asset Management. American Beacon Advisors will serve as manager of the reorganized Fund, with Tocqueville Asset Management serving as subadvisor.

The fund’s portfolio managers employ a contrarian and value-oriented approach, seeking securities that are depressed in price, out of favor with investors, and/or trading at a substantial discount to inherent value.

The total annual fund expense ratio varies by share class: 0.98% for Y share class, 0.88% for Institutional share class and 1.25% for Investor share class.

Defiance ETFs Cuts Fees on Quantum ETF (QTUM)

Defiance ETFs lowered the expense ratio for its Defiance Quantum Computing ETF (QTUM).

Effective Jan. 14, the expense ratio for QTUM was reduced from 0.65% to 0.40%.

Defiance launched QTUM in September 2018. The fund is designed to provide investors with access to technologies that are “exponentially increasing computing speeds and making it possible to solve increasingly complicated problems.”

“As quantum computing advancements bring this disruptive technology to more industries and audiences, we want to make sure our innovative QTUM ETF is best positioned to be the go-to vehicle for investors who are interested investing in companies developing the underlying technologies behind quantum computing and machine learning,” Paul Dellaquila, global head of ETFs at Defiance, said in a statement.

ImpactAssets Announces Nationwide Series of Events With Fund Managers

ImpactAssets announced a five-city series of interactive events with leading impact investing fund managers designed to help qualified investors, wealth managers, family offices and foundations learn about current impact strategies and how to implement them.

The Investor Lunch features seven top-tier impact fund managers currently available as investment options through the ImpactAssets Giving Fund donor-advised fund. The Giving Fund structure enables philanthropic impact investors to access fund managers at lower minimums.

Featured managers included hail from the EcoEnterprises Fund, the Iroquois Valley Farmland REIT, the Community Investment Management (CIM) and more.

The inaugural event took place Friday in Redwood Shores, California. Future fund manager events for qualified investors and their advisors include: Feb. 27 in Portland, Oregon; Feb. 28 in Seattle; April 11 in Cambridge, Massachusetts; and early June in Washington, D.C.

—Read the last portfolio product roundup here: Cushing Launches Income-Focused Equity Sector & MLP ETFs: Portfolio Products


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