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Elston launches Charity Multi-Asset Income ETF Portfolio

  • The portfolio targets a total return of 4% above inflation over the long-term
  • Diversified asset allocation constructed using highly liquid Exchange Traded Funds
  • Investors keep more of available return as portfolio Total Expense Ratio just 0.42%
Elston Consulting announces today the launch of its Charity Multi-Asset Income ETF Portfolio.

 The portfolio has been designed to target a total return of 4% above inflation over the long-term with an income yield of approximately 3.6%, diversified across a broad range of asset classes.

Elston’s expertise is in designing, back-testing and scenario-testing research portfolios that focus on asset allocation as the primary driver of risks and returns.

The portfolio construction process uses Elston’s proprietary quantitative models for the screening, selection and optimisation of portfolios of exchange traded funds (ETFs).

Where suitable, the research portfolios can be constructed or adapted for clients by wealth managers and financial advisers using ETFs listed on the London Stock Exchange and available through platforms and/or brokerages.

Exchange Traded Funds offer a low-cost, liquid and efficient way of accessing a broad range of underlying investments.  Typically they represent different asset-class “building blocks” that can be used to construct an ETF model portfolio.

The Charity Multi-Asset Income ETF Portfolio has been constructed by Elston using 12 iShares® ETFs.  These 12 iShares® ETFs represent 5,654 underlying securities and £8.5bn of AUM as at May 2016. The weighted average Total Expense Ratio of the Charity Multi-Asset Income ETF Portfolio strategy is 0.42% based on current weightings.

Portfolio managers and financial advisers working with charities can license research portfolio directly from Elston Consulting, or on request to their platform provider.

Henry Cobbe, CFA, Head of Research, Elston Consulting
“Wealth managers and financial advisers are increasingly thinking of how to help clients achieve their goals.  With the Elston Charity Multi-Asset Income portfolio, advisers working with charities can offer a systematically constructed broadly diversified investment strategy that aims to provide a regular income and above inflation returns at very low cost.”

Joe Parkin, Head of iShares UK Wealth & Retail Sales at BlackRock said:
“There is a clear trend towards investors of all types using ETFs to manage their portfolios. Investors can choose from a diverse range of exposures, spanning global geographies and asset classes, to express their unique views while keeping investment costs down. ETFs will continue to challenge the status quo when it comes to investing well into the future.”

Notes for editors
  • Elston Consulting is a research and development boutique incorporated in 2010.
  • Elston designs, back-tests and scenario-tests research portfolios and strategies on a proprietary or white-label basis for asset managers and financial advisers.
  • The portfolio construction process uses Elston’s proprietary quantitative models for the screening, selection and optimisation of portfolios constructed using Exchange Traded Products (ETPs).
  • Elston has been a member of BlackRock’s iShares Connect programme since April 2014.  The programme aims to connect ETF specialists with financial advisers looking to construct robust ETF Model Portfolios (EMPs).
  • Elston has also worked with index providers such as FTSE and Solactive to create innovative investable indices using proprietary models underpinned by academic research.


www.elstonconsulting.co.uk

For more information, please contact:
Henry Cobbe, Elston Consulting, henry@elstonconsulting.co.uk T: 020 3603 1430

Notice
iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”).  BlackRock makes no representations or warranties regarding the advisability of investing in any product or service offered by Elston Consulting or any of its affiliates. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by Elston Consulting or any of its affiliates.

About BlackRock
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At March 31, 2016, BlackRock’s AUM was $4.737 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of March 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company’s website at www.blackrock.com | Twitter: @blackrock_news | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock

About iShares
iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of March 31, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1
1 Based on $4.737 trillion in AUM as of 3/31/16.


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