Diversified Equity

Investment Objective

The Bright Diversified Equity strategy seeks to provide long-term capital appreciation in a portfolio of equity exchange-traded funds (ETFs).

Investment Overview

The Diversified Equity strategy is invested across the equity asset class using exchange-traded funds. Holdings are carefully selected based on asset class, cost, and portfolio fit. Due diligence is conducted on each holding based on manager philosophy, process, and tenure.

Diversified Equity is a core-satellite strategy managed to give investors exposure to large-, mid-, and small-cap US and international equities across various sectors.

Portfolio Managers

Ben Malick, CFA, CKA Mark Riefer, CKA Josh Barlow, CFA

Characteristics

Number of positions: 6-12 ETFs

Universe: Equity ETFs

Benchmark: MSCI World

Inception Date: 7/1/2017

Construction: Core/Satellite

Internal Expense Target: 0.50% - 0.60%

Download the Diversified Equity Fact Sheet