WisdomTree and IQCIO Launch Model Portfolios for Key Investment Services LLC

NEW YORK, Oct. 20, 2017 -- WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, today announced the development of the WisdomTree IQCIO Risk-Managed Model Portfolios in collaboration with IQCIO, a quantitative digital advisory solution developer tailored to meet an advisor’s unique objectives for risk, return and diversification. The WisdomTree IQCIO models are part of a select group of portfolios offered by Key Investment Services LLC (“KIS”).

A Differentiated Approach to Multi-Asset Investing

The WisdomTree IQCIO Risk-Managed Model Portfolios incorporate market volatility into an innovative asset allocation process that seeks to mitigate losses and maximize risk-adjusted returns. The models combine WisdomTree’s fundamentally-weighted investment approach with IQCIO’s Intelligent Portfolio Optimizer (“IPO”) for ETF selection and dynamic asset allocation, creating opportunities to add alpha for investors.

Tom Skrobe, WisdomTree Head of Client Solutions, said, “The launch of these new model portfolios underscores WisdomTree’s commitment to helping advisors solve investment challenges they face in the current market environment.”

Luciano Siracusano, WisdomTree Chief Investment Strategist, said, “Increasingly, we are hearing that investors are looking for ways to build their savings while defensively participating in the appreciation potential offered by equity markets.  The challenge is how to participate in the upside while mitigating losses during periods of high volatility.”

“In collaboration with the IQCIO team, our WisdomTree IQCIO Model Portfolios aim to deliver smarter solutions, capturing the key strengths of both organizations: WisdomTree’s innovative and differentiated smart beta solutions and IQCIO’s quantitative approach to portfolio management,” Siracusano continued.

The WisdomTree IQCIO Risk-Managed Model Portfolios – Conservative, Moderate or Aggressive – are available only for KIS Financial Advisors through the Envestnet Wealth Management Platform. 

Ed Ho, IQCIO CEO, said, “We are excited to work with WisdomTree, a pioneer in smart beta and factor investing. IQCIO’s Intelligent Portfolio Optimizer ('IPO'), specializing in dynamically risk-managed, multi-asset portfolios, is guided by over three years of intensive proprietary risk management research.”

Skrobe added, “We’re thrilled to work with other innovators in the industry, such as IQCIO, to develop the solutions necessary for advisors and investors to navigate and solve for challenges ahead.”

The WisdomTree model portfolios are also available for advisors on wisdomtree.com.

About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York.  WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies.  WisdomTree currently has approximately $47.2 billion in assets under management globally.  For more information, visit our Investor Relations website.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

About IQCIO
Using its proprietary Intelligent Portfolio Optimizer, IQCIO empowers digital investment advice that adapts as market conditions change. Unlike most portfolio advisors, IQCIO doesn't rely on someone else's historical academic achievements. Instead the IQCIO team are continually analyzing contemporary market conditions, adapting clients’ portfolios to them while prioritizing the preservation of capital and hard earned savings. The results are agility and foresight designed to improve long-term returns.

About Key Investment Services LLC^R
Key Investment Services LLC, a FINRA registered broker dealer and SEC-registered investment advisor, supports Community Banking clients with dedicated financial advisors across Key’s geographies. Through KIS, Key ensures that clients are aligned more closely with the proper delivery channels, offering a comprehensive set of investment and insurance solutions. KIS advisors provide goal-based solutions tailored to clients’ individual needs.

Investment products are offered through KIS. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA).  KIS and KIA are affiliated with KeyBank National Association (KeyBank). 

KIS, KIA and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and/or KIA, and not KeyBank.

NOT FDIC INSURED ● NOT BANK GUARANTEED ● MAY LOSE VALUE ● NOT A DEPOSIT ●

NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

WisdomTree Contact Information
Media Relations
WisdomTree Investments, Inc.
Jessica Zaloom / Kylie Scott
+1.917.267.3735 / +1.917.267.3860
[email protected] / [email protected]

Investor Relations
WisdomTree Investments, Inc.
Jason Weyeneth, CFA
+1.917.267.3858
[email protected]