Consulting

 

Toroso provides research and consulting services to institutional investors to assist them in ensuring that their ETP portfolios are fundamentally sound and properly constructed.  Our research seeks to provide clarity and investment ideas in this rapidly growing marketplace.  We believe that we are an independent thought leader offering an objective and fresh view of ETPs.

Our analysis includes a careful review of geography, market cap and diversification in addition to product fundamentals to ensure optimal security selection.  We also focus on index construction, fees, asset flows and fund liquidity.

We work with clients to understand their point of view and help them achieve the ideal portfolio to meet their goals.  Toroso also works with 401(k) plans and advisors who are contemplating the conversion of their mutual fund based accounts to low cost ETP portfolios.

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