How Does This ETF Aim to BEAT the Russel 1000?

Okay, so let's break it down.

The Crossmark Large Cap Value ETF, your ticker there is CLCV and then the Crossmark Large Cap Growth ETF.

That ticker CLCG.

These are among your first ETFs to market.

So, congrats on that.

Um, each of them has a different approach to investing in US large cap stocks.

Tell us about it. >> Yeah, so they are actually our first uh two ETFs.

Uh I would say over the last you know 18 24 months I can't get out of a meeting with FAS with when are you going to do ETFs.

So finally we've gotten there.

Um the value one is patterned to beat the Russell 1000 value index and obviously the growth one to beat the Russell 1000 growth index which is what we do in both our mutual funds and SMAs of the same name.

Uh we start in both cases with a quantitative model uh that ranks the stocks in the benchmark from most to least attractive among a wide variety of uh uh variables and uh the ones near the top are the ones we do fundamental research on and say yeah this is going to go in the portfolio.

Obviously a lot of portfolio construction Stephanie around that uh to make sure that um uh we're we're benchmark aware benchmark conscious uh but trying to seek two to 300 basis points of alpha over those benchmarks peranom.