Global X Announces Availability of Model Portfolios through Envestnet

NEW YORK, April 11, 2019 /PRNewswire/ -- Global X Management Company LLC (Global X), the New York-based provider of exchange traded funds (ETFs), today announced that a suite of seven proprietary ETF model portfolios will become available to financial advisors through the Envestnet platform. Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process.

Global X Funds logo. (PRNewsfoto/Global X Funds)

The portfolios, which allocate across numerous Global X and non-Global X ETFs, are designed to achieve either specific outcomes, like growth or income, or to align with certain risk-based investment approaches.

  • Equity Thematic Disruptors (Growth)
    • Thematic ETFs tend to transcend classic sector, industry and geographic classifications, resulting in exposures with low overlap and correlations with other growth-orientated strategies. The Global X Equity Thematic Disruptors portfolio provides a structured approach to selecting and weighting thematic ETFs that own stocks that Global X believes are disrupting traditional GICS sectors.
  • Equity Income
    • The Global X Equity Income portfolio provides an equity-based allocation designed to balance income needs with total return. In addition, the portfolio seeks to diversify across sectors, unlike many other income strategies.
  • Core Series: Aggressive, Moderately Aggressive, Moderate, Moderately Conservative and Conservative
    • Taking a fresh look at standard risk-based portfolio approaches, the Core Series includes Thematic and Factor-based investments alongside more broad equity and fixed income ETFs.1 The five Core Series model portfolios offer clients an asset allocation designed for specific risk profiles. These model portfolios are tilted tactically to potentially benefit from shorter-term shifts across broad asset classes, while also maintaining exposures that Global X believes will outperform over the long run.

      1 The thematic equity exposure is only provided in the Moderate - Aggressive risk profiles.

"In working with Envestnet, our aim is to have our model portfolios serve as an aid to financial advisors as they guide their clients through complex markets. Building portfolios using ETFs allows us to create cost-efficient and diversified solutions. We are excited to see how investors engage with these offerings," said Jon Maier, Chief Investment Officer at Global X.

"We are delighted to launch Global X's model portfolios," Estee Jimerson, Managing Director, Head of Asset Manager Network at Envestnet. "As of December 31, 2018, our network services more than 96,000 advisors, more than 10.8 million investor accounts, and over $2.7 trillion in total platform assets."

"From a technology standpoint, we are providing the tools and guidance advisors need to operate an efficient practice and empower their clients. The expansion of our platform to include Global X's model portfolios further demonstrates our central mission—helping financial advisors deliver high-quality, personalized, and holistic wealth management services in the most cost- and tax-efficient way possible," Jimerson continued.


Seeking to provide access to high-quality and cost-efficient investment solutions, Global X is a New York-based sponsor of exchange-traded funds (ETFs).  Founded in 2008, we are distinguished by our thematic growth, income, core, international access, commodities, alpha, and risk management suites of ETFs and have more than 60 funds available across U.S. and foreign exchanges. Global X is recognized as a leader in providing intelligent investment solutions for our clients.


Global X Management Company, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

This information should not be relied upon for trading purposes or as investment advice, research, or a recommendation by Global X Management, LLC regarding (i) any fund, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Financial advisors are responsible for making their own independent judgment as to how to use this information. Target allocations contained herein are subject to change. There is no assurance that the target allocations can or will be achieved, and actual allocations and risk or return profiles of actual portfolio holdings may be significantly different from those shown here.

Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Diversification may not prevent investment loss.

Investments based on the model portfolios will be subject to the risks of the ETFs that comprise the model portfolio.

Investors should carefully consider the investment objectives, risk factors, charges, and expenses of each fund that comprises the model portfolio before investing. For information regarding the funds that comprise the model portfolios, please refer to each funds' currently available prospectus and statement of additional information. Read the prospectus carefully before investing.

The information presented is not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation by Global X generally or for any purpose outside of Global X's model portfolios as of the date indicated. It is presented solely to illustrate Global X's investment process in developing the model portfolios and its analysis and views of the funds that comprise the model portfolios as of the date indicated. Global X's views of, recommendations with respect to, and investment decisions regarding, securities may vary across Global X's strategies. Such recommendations are subject to change continually and without notice of any kind and may no longer be true after the date indicated.

This document may contain certain statements deemed to be forward-looking statements. All statements, other than historical facts, contained within this document that address activities, events or developments that Global X expects, believes or anticipates will or may occur in the future are forward-looking statements. These statements are based on certain assumptions and analyses made by Global X in light of its experience and perception of historical trends, current conditions, expected future developments and other factors it believes are appropriate in the circumstances, many of which are detailed herein. The opinions expressed in these statements represent the current, good faith views of the author(s) at the time of publication and are provided for limited purposes, are not definitive investment advice, and should not be relied on as such. Such statements are subject to a number of assumptions, risks, uncertainties, many of which are beyond Global X's control. Please note that any such statements are not guarantees of any future performance and that actual results or developments may differ materially from those projected in the forward-looking statements.

The information presented in this document has been developed internally and/or obtained from sources believed to be reliable; however, Global X does not guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this presentation are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and Global X assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated.

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