ETF Action

Active Index Model (AIM) Portfolios

Key Benefits

Disciplined »

Supported »

Integrated »

Fully documented, transparent, and repeatable process for utilizing ETFs across targeted segments of the market.
Full access to ETF Action's portfolio ratings framework, including supporting documentation for macro view, fundamental ratings, relative valuation and momentum scores.

Supporting documentation includes positioning guide, scorecards, and portfolio insights.
All model portfolios are seamlessly linked to our ETF Terminal and Model Tracking tools, streamlining model maintenance and content workflows as well as easily enabling further research.


Model Insights

International Factor AIM Positioning Guide

7.13.2020

U.S. Factor AIM Positioning Guide

7.13.2020

International Region & Country AIM Positioning Guide

7.13.2020

Global Thematic AIM Positioning Guide

7.13.2020

U.S. Sector & Industry AIM Positioning Guide

7.13.2020

Thematic Evolving Consumer: Overweight

7.7.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

Thematic Sustainability: Neutral

7.7.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Neutral

Thematic Technology: Overweight

7.7.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Thematic Industrial Revolution: Underweight

7.7.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Undervalued
  • Momentum: Negative

 

Thematic Health Innovation: Neutral

7.7.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Global Thematic AIM Positioning Guide

7.7.2020

International Factor AIM Positioning Guide

7.6.2020

U.S. Factor AIM Positioning Guide

7.6.2020

U.S. Sector & Industry AIM Positioning Guide

7.6.2020

International Region & Country AIM Positioning Guide

7.6.2020

International Value Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Bullish
  • Momentum: Bearish

International Quality Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

 

International Low Volatility Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Negative

 

International Momentum Factor: Overweight

6.29.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

 

U.S. Quality Factor: Overweight

6.21.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

International Region & Country Positioning Guide: 6.19.20

6.22.2020

U.S. Sector & Industry Positioning Guide: 6.12.20

6.22.2020

U.S. Value Factor: Neutral

6.21.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Bullish
  • Momentum: Neutral

U.S. Momentum Factor: Overweight

6.21.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

U.S. Factor Positioning Guide: 6.22.20

6.22.2020

U.S. Low Volatility Factor: Underweight

6.21.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Bearish

Emerging Asia-Pacific: Bullish

6.15.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

U.S. Sector & Industry Positioning Guide: 6.12.20

6.15.2020

Developed Asia-Pacific: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Positive

Europe: Underweight

6.15.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Neutral

Latin America: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Undervalued
  • Momentum: Neutral

International Region & Country Positioning Guide: 6.15.20

6.15.2020

Technology Sector: Overweight

6.4.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

Real Estate Sector: Neutral

6.4.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Negative

Financial Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Undervalued
  • Momentum: Negative

Utilities Sector: Neutral

6.4.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Negative

Health Care Sector: Overweight

6.3.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

Energy Sector: Underweight

6.3.2020

  • Macroeconomic: Bearish
  • Fundamental: Bearish
  • Relative Valuation: Undervalued
  • Momentum: Neutral

Materials Sector: Underweight

6.4.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Consumer Discretionary Sector: Neutral

6.4.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Positive

Communication Services Sector: Overweight

6.4.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Positive

Industrials Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Neutral
  • Momentum: Neutral

Consumer Staples Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

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