Post by The Wealth Advisor

Every dollar allocated to an alternative has to come from somewhere—and for most advisors, that somewhere is equities. In this edition of #ETFInnovators, we sat down with Andrew Okrongly, Director of Model Portfolios at WisdomTree Asset Management, to dig into the firm’s Efficient Core ETF Suite (NTSX, NTSI, NTSE)—a set of strategies built around a U.S. Treasury futures overlay designed to free up portfolio room for diversifiers without giving up core equity exposure. With alternatives increasingly part of the advisor toolkit, and funding costs shaping which positions clients can actually stick with through a full market cycle, Okrongly makes the case that capital efficiency isn’t a type of alternative investment at all—it’s a different way of building the core itself. Explore how WisdomTree’s Efficient Core Suite seeks to fit into modern portfolio construction—and why funding alternatives without sacrificing equity exposure may be worth a closer look: https://lnkd.in/gGNzbEbf Subscribe to The Wealth Advisor ETF Innovators Newsletter for more insights on ETF strategy, manager perspectives, and allocation ideas. #WisdomTree #NTSX #CapitalEfficiency #ETFInnovators #FinancialAdvisors #PortfolioStrategy #WealthManagement #ETF #ModelPortfolios #AssetAllocation