Beyond 60/40: Using Capital Efficiency To Unlock Diversified Drivers Of Returns

Original case for WisdomTree US Efficient Core Fund was rooted in idea that diversified stock/bond mix can be a more efficient starting point than portfolio built entirely around equities.

Summary - The original case for the WisdomTree US Efficient Core Fund was rooted in the idea that a diversified stock/bond mix can be a more efficient starting point than a portfolio built entirely around equities. - This idea has evolved as capital-efficient ETFs are increasingly used as total portfolio construction tools to help investors preserve core stock and bond exposures while freeing up capital for diversifying strategies. - We believe capital-efficient ETFs can help unlock power of alternatives without the return drag and behavioral challenges that typically have led to suboptimal outcomes.

In 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest. We believed investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Today, WisdomTree offers a leading product range that offers access to an unparalleled selection of unique and smart exposures.