Vestmark

VAST® Personalized Portfolios

Investment Options and Portfolio Construction

VAST’s investment platform comprises tools to address diverse client goals. You’ll have access to an extensive array of index-based and actively managed SMAs, ETFs, mutual funds and individual securities. Portfolios created and managed on the platform can range from a single index portfolio, to a core-satellite strategy, to a multi-asset approach that complements the client’s other accounts.

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Simplified Portfolio Construction

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Starting indices for Personalized Portfolios include:

  • S&P 500® Index
  • S&P Mid Cap 400® Index
  • S&P Small Cap 600® Index
  • S&P Composite 1500® Index
  • S&P 500® ESG Index
  • S&P 500® Net Zero 2050 Paris Aligned ESG Index
  • S&P 500® Catholic Values Index
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Professional Proposals with Multiple Scenarios

The VAST team will review the portfolio and run it through our optimization process. Then you’ll receive a PDF proposal with three transition scenarios to consider, ranging in their approach to risk and return.

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Ongoing Investment Management Support

Once you have implemented your client’s Personalized Portfolio, the VAST investment team ensures that the portfolio reflects your directives, continuously balancing the tradeoff between targeting the benchmark and minimizing tax impacts. VAST also enables you to connect quickly and seamlessly to all major custodians.

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Tax Management

Need to transition a client from an existing portfolio or looking for enhanced tax management services?

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Personalization Options

Implement personalized tax management strategies, accommodate unique objectives and apply client-driven security screens and exclusions.

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VAST Overview

Gain more time to deepen client relationships, sharpen your competitive edge and grow your business.

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Resources

VAST Portfolios typically invest directly in an optimized subset of securities that seeks to track the performance of the designated index by attempting to mimic the characteristics of the designated index, such as the designated index’s exposure and risk characteristics. VAST Portfolios invest both in securities included in the designated index and securities that are not included in the designated index. The performance of a VAST Portfolio will not be the same as the selected index for a number of reasons; indices typically have far more positions than a VAST Portfolio, which can mean lower volatility, and indices do not have contributions and withdrawals. Indices are unmanaged and it is not possible to invest directly in an index. Financial advisors and financial intermediaries may impose reasonable restrictions on the management of investor account(s) subject to approval by VAS. Please consult our full disclosure document for a discussion of risks related to VAST

The S&P Focused Indices and other indices referenced above are products of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and has been licensed for use by Vestmark, Inc. and its affiliates (collectively, “Vestmark”). S&P®, S&P 500®, US 500 and The 500 are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). These trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by Vestmark. The Vast Focused Index Portfolios based on the S&P DJI indices are not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, and none of such parties makes any representations regarding the advisability of investing in such products, nor do they have any liability for any errors, omissions or interruptions in such indices.

Each of the applicable S&P indices related to VAST (“Index(es)”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Vestmark. © 2022 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones. Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

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