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What Is Modern Alpha™?

 

At WisdomTree, we believe investors shouldn’t have to choose between cost efficiency and performance potential. Modern Alpha™ combines the outperformance potential of active management with the benefits of passive management—to offer investors cost-effective funds that are built to perform.

 

The traditional active management, or “legacy alpha” can often carry higher cost, less transparency in your portfolio and the risk of human judgment. But it can also mean an outperformance potential. The traditional passive investing, or “legacy beta” usually offers lower cost, and more transparency and objectivity. But it doesn’t give investors the opportunity to potentially outperform the market. Modern Alpha™ combines the positives of each of the legacy investment approaches to enhance the investment experience.

 

 

*Ordinary brokerage commissions apply. Low cost represents lower expense ratio compared to higher priced investment options and ETFs.

 

In Their Own Words

 

Jonathan Steinberg 

CEO and President
WisdomTree Asset Management

Professor Jeremy Siegel 

Senior Advisor
WisdomTree Asset Management

Michael Steinhardt

Chairman of the Board
WisdomTree Investments, Inc.

Professor Jeremy Siegel and Jeremy Schwartz

Senior Advisor and Director of Research
WisdomTree Asset Management

 

 

The Benefits of Modern Alpha™

 

In an environment where investors demand more value for their money, where regulations increasingly concern investors best interests, and where fee pressure is growing, ETFs offer a number of advantages including lower fees, zero investments minimums, greater transparency, and more. Of course, all ETFs are not created equal.

 

WisdomTree’s Modern Alpha™ ETFs offer additional advantages, including the potential for:


  • Enhanced portfolio returns
  • Increased dividend income
  • Reduced portfolio volatility and risk
  • More efficient exposure to risk premium

 

Our Approach

 

Stock prices can—and do—deviate from their underlying value for many reasons. WisdomTree believes fundamentals such as dividends or earnings offer more objective measures of a company’s health, value and profitability than stock price alone. The majority of ETFs are market cap weighted—meaning they give more weight to companies selling at higher prices than those offering stronger fundamentals. WisdomTree uses proprietary weighting methodologies designed to help magnify the effect fundamentals—such as dividends or earnings—have on risk and return characteristics.


Learn More about Equities

International investing provides many exciting opportunities to investors. But these opportunities can come with additional risks—one of which is currency fluctuations. WisdomTree's Hedged Equity family of Funds enables investors to access the growth potential of numerous markets around the world while mitigating the risks of currency exposure.


Learn More about Currency Hedged Equity

WisdomTree believes that investors should consider the benefits of diversifying their cash holdings on a global basis. Diversifying currency holdings offers investors the potential to earn higher yields while lowering the risk inherent to holding assets in only one currency.

Learn More About Currency

How diversified are your fixed income holdings? If you're only holding U.S. fixed income instruments, such as bonds, the answer may be, not enough. Through the dynamic combination of foreign interest rates and local currencies, WisdomTree's international fixed income ETFs offer investors income potential, diversification potential—and much more. In fact, they may enable you to obtain more complete asset allocation.

Learn More about Fixed Income

WisdomTree asset allocation funds provide investors with one trade access to a diversified portfolio of equities and bonds. By gaining exposure via an ETF, investors can use these strategies as a core holding or as a complement to other diversifying assets. In addition to having no investment minimums, our asset allocation ETFs provide low fees, full transparency and daily liquidity*.

Learn More about Asset Allocation

WisdomTree believes alternative investments provide a smart way to achieve diversification and performance potential in almost any market. However, these types of strategies have traditionally only been available to institutional investors. Through WisdomTree, these sophisticated strategies are available to all investors—in the desirable ETF structure.

Learn More about Alternative

*Ordinary brokerage commissions apply. Holdings are displayed daily on the website. Investors can buy - or sell - shares at any time throughout the day. Diversification does not eliminate the risk of experiencing investment losses.