E11. Discover RGBM ETF: Diversification That Clients May Actually Stick To

As financial advisors, we know clients struggle to stay the course with liquid diversifying investments, especially when 60/40 portfolios have been strong.

RGBM ETF offers a solution: a 100% global balanced strategy stacked with an additional 100% systematic macro strategy.

This 2 for 1 combination is designed to help deliver the diversification your clients may need in a solution they can actually stick to. In this podcast, we explore how RGBM’s unique 'return stacking' approach can improve portfolio resilience and client outcomes. Learn how it minimizes the behavioral challenges of owning diversifying assets.

(0:00) Event invitation, speaker announcements, and registration details

(0:46) Podcast introduction, purpose, and disclaimer

(2:03) Introduction of hosts and overview of ReturnsTact funds

(3:14) Return Stack Global Balanced and Macro ETF (RGBM) discussion

(3:50) Explanation and benefits of return stacking

(11:29) Practical implementation and key components of RGBM

(14:08) Tax efficiency and systematic versus fundamental macro

(16:46) Risk management and historical performance of systematic macro

(21:19) Behavioral aspects and balanced allocation in RGBM

(24:11) Capital efficient exposure to global equities and bonds

(29:52) Conditional correlation and deploying investment dollars

(32:09) Strategies for competitive returns and managing alternatives

(35:01) Using RGBM for younger clients and rebalancing benefits

(40:32) Long-term objectives and underlying markets of RGBM

(43:05) Differences between RGBM and hedge fund strategies

(45:01) Historical performance and future plans for Resolve's products

(48:35) Closing remarks and resources

(49:51) Product brief importance and final points

(50:55) Encouragement to rate and review the podcast