A Multi-pillar Approach to Constructing Global Equity Portfolios Using Single-country ETFs

A white paper on constructing global equity portfolios using single-country ETFs published by Borealis Global Advisory can be accessed below.  The paper has three broad sections and is summarized below. The paper explores the challenges and opportunities of constructing a global equity portfolio, which Borealis Global Advisory approaches with a novel multi-pillar paradigm using single-country… Read More »

Getting a Patent is not just an Academic Exercise

Borealis Global Advisory has recently completed the 3rd iteration of its patent application for a “Semi-active Equity Portfolio and a Device for Tactical Allocation Changes”.   It sounds a bit like an academic paper and to some degree the patent application is. Our patent application describes a process where an index (or portfolio) can be created… Read More »