Global. Diversified. Balanced.
Overview
The ELITE International Sleeve expands diversification by allocating to high-conviction managers across developed and emerging markets outside the U.S. By broadening exposure beyond domestic equities, this sleeve is designed to capture global growth opportunities, reduce home-country bias, and create a more balanced long-term portfolio.
What Sets SMART Apart
Global Growth Exposure – Access to both developed and emerging markets for diversified return potential.
High-Conviction Managers – Managers selected for deep expertise and proven ability to identify opportunities abroad.
Reduced Home-Country Bias – Balances U.S.-centric allocations by incorporating international return streams.
Portfolio Balance – Enhances resilience and long-term growth through broader diversification.
Role in the Portfolio
The International Sleeve provides global diversification and differentiated return sources within the equity allocation. It complements U.S. strategies by adding exposure to regions and sectors that behave differently across market cycles, helping investors achieve a more complete and balanced portfolio.
Ideal Client Fit
Investors seeking broader growth opportunities beyond U.S. markets
Clients wanting to reduce concentration risk tied to domestic equities
Advisors looking for a global complement to core and opportunistic equity sleeves