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How do you select the ETFs in your portfolios?

The first step in our investment methodology is to identify a broad set of diversified asset classes. As one of the later steps, we select the ETFs in each of these asset classes. We prefer ETFs with low annual expense ratios, minimal tracking error, low bid/ask spread costs, sufficient liquidity and minimal lending of the underlying securities of the ETFs.

Refer to our Investment Methodology page for more information.