As Much of 2022 That Fits on One Page
While unlikely that a single chart could convey what investors experienced, we have assembled a few data points and highlights that advisors may find helpful as they reflect and prepare for 2023.
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Why Advisors are Choosing ETFs over Mutual Funds and How SMAs Compare
What is it that is spurring this mass exodus from mutual funds? We compared and contrasted ETFs, mutual funds and SMAs providing context around what forces are driving these trends, as well as benefits and limitations of each structure when it comes to building client portfolios.
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What You Might Not Know About Asset Class Returns
Asset classes, like smallcap value or large-cap growth, don’t have one, absolute definition. The same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
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Resources to Help Accelerate Your Practice
We bring together scholars and investment experts to offer a wide range of insights to facilitate and empower your conversations with clients.
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How We Manage Money
Our approach combines the latest financial science with common sense investing principles and cost-effective implementation.
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Why Avantis Investors?
Our strategies share a common investment approach that combines a philosophy based on financial science with expert implementation aimed at increasing expected returns* and managing risks.
The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles. The team is well recognized by investors worldwide.
Our goal is to deliver low-cost, broadly diversified solutions in a variety of formats, including mutual fund and ETF, so that you can choose the optimal vehicle to fit your circumstances. Please contact your financial advisor to discuss availability.
Avantis Investors is backed by American Century Investments®, a $202 billion** asset manager with a reputation for client care, stewardship and stability—bringing great scale to our efforts and allowing a long-term focus.
Designed to Help Advisors Help Their Clients
We focus on providing the necessary information to make investment decisions and support meaningful conversations with your clients.
Solutions designed to add value while achieving broad diversification, that fit seamlessly into asset allocations
Choice of vehicles to help provide solutions for taxable and tax-deferred assets
Dedicated client service and communications support for advisors
Experienced team with flat structure and client-first mentality
Corporate structure aligned with a long-term focus and supporting a noble purpose
Attractive pricing across pooled vehicles and separate accounts
Featured Insight
Are Americans Too Pessimistic About the Economy?
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Camelia Kuhnen, PH.D.
Academic Perspective /February 2023
Prof. Camelia Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
* Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
** As of 12/31/2022
