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Key Resources    |    Mutual Funds


Founded in 1994 by two financial advisors, Symmetry Partners provides a complete business solution for independent advisors. This includes best-of-breed, evidence-based investments, including the firm’s own family of mutual funds, as well as marketing, technology and educational assistance to help you more effectively serve your clients.

Our approach is guided by fundamental principles applied thoughtfully and with intellectual rigor. It is grounded in science, decades of data, and academic research—and leverages the 8 factors of return and the insights of 11 Nobel laureates.

  • We look at the evidence. There are decades of research on market performance and the various factors that offer the potential for greater returns. We lean heavily on this data—not passing trends or flavor-of-the-month investment ideas. And we look at the evidence constantly to try and make sure we are building optimal portfolios for investors.
  • We believe in transparency and independence. Our investment-provider relationships are free of conflicts of interest, such as revenue-sharing arrangements, so that we can make decisions about products and managers based only on the merits.
  • We are relentless about costs and efficiency. In addition to seeking to optimize diversification and other performance factors, we carefully manage the impact of fees, costs, and taxes.
  • We are always vigilant. We conduct on-going monitoring to ensure our solutions, managers and portfolios continue to meet our strict guidelines.




Watch this video to learn more about how factor-based investing fared vs. the total U.S. stockmarket over the last two decades.

Visit Symmetry's YouTube channel for more videos!

Key Resources

Below are brochures, fact sheets and educational materials that explain more about Symmetry, our evidence-based investment approach, and our solutions.

For additional information and resources, please register on our e-Advisor® portal by clicking here or clicking the "Advisor Registration" button at the top of this page.

Also, be sure to sign up for our monthly email–Advisor Insights–which is filled with timely news on new Symmetry events, tools, commentary, rketing materials and other resources. Click here to sign up for monthly Advisor Insights.

Pre-Packaged Due Diligence
Advisor Insights

Monthly Ideas, News & Information. We’ve got some exciting events coming up over the next few months, as well as newsletters, webinars, podcasts and other content to help you deliver exceptional service and expertise to your clients.
Click here to sign up for Advisor Insights.

 

 

Symmetry Foundation
Symmetry Foundations Brochure

This brochure details our evidence-based, factor-based investment strategy, the potential benefits of broad diversification and efficient portfolio construction, as well as our belief in the power of partnering with a professional financial advisor.

Quarterly Market Commentary
Quarterly Market Commentary

A standalone version of the Market Commentary.

 

 

 

Poor Track Record for Active Managers
Poor Track Record for Active Managers

Active managers have historically had a hard time beating their benchmarks. This chart looks at how managers have fared over the last 15 years, including their average underperformance.

 

 

Periodic Table of Asset Class Returns
Periodic Table of Asset Class Returns

A revised Periodic Table of Asset Class Returns that includes: Additional indices, including an index for Global REITs, Aggregate Bond Index and index returns from MSCI, Barclays, Citigroup and S&P.

 

 

Diversification of Factors- Equity
Diversification of Factors- Equity

Over time, factor returns have shown diversity relative to the benchmark both positively and negatively, as well as among themselves.

 

 

 

Understanding Smart Beta and Factor Investing
Understanding Smart Beta and Factor Investing

Beta refers to exposure to a market capitalization-based index such as the S&P 500, while Smart Beta strategies seek to do something different or “smarter” than beta. To achieve that, Smart Beta creates new indices based on different criteria, such as dividend yield, that can then be tracked by an investment such as a mutual fund or an ETF.

 

 

 

Symmetry Partners Portfolio Construction and Monitoring
Symmetry Partners Portfolio Construction and Monitoring

In constructing our evidence-based portfolios, Symmetry employs a best-of-breed approach to combining investment providers. Our solutions are globally-diversified and grounded in decades of data and academic research, including the insights of 11 Nobel Laureates. We also carefully manage the impact of costs and taxes. Money managers we utilize include Dimensional Fund Advisors (DFA), Vanguard, AQR Capital Management, iShares by BlackRock and SPDRs.

The Critical Role of the Advisor
The Critical Role of the Advisor

A piece that highlights the critical role of financial advisors and you bring value to the client relationship.

 

 

 

 

 

 

PrecisionCore ETF Portfolio Overview
PrecisionCore ETF Portfolio Overview

An overview of Symmetry's PrecisionCore ETF Portfolio Models.

The Conundrum of Smart Beta ETFs
The Conundrum of Smart Beta ETFs

This article is the first in a series designed to help demystify factor investing, and the ETFs designed to help capture these exposures.

 

After Smart Beta - Breaking Down Factors
After Smart Beta - Breaking Down Factors

This article is the second in a series designed to help demystify factor investing, and the ETFs designed to help capture these exposures.

 

 

Smart Beta and Factors: Understanding What Your Portfolio Is Doing
Smart Beta and Factors: Understanding What Your Portfolio Is Doing

This article is the third in a series designed to help demystify factor investing, and the ETFs designed to help capture these exposures.

 

 

Pre-Packaged Due Diligence
Pre-Packaged Due Diligence

Symmetry Partners conducts extensive due diligence on your behalf to find the managers that give us factor exposures (and combine best together) in tax-sensitive, liquid, low-cost vehicles.

 

 

Client Presentation:

Understanding Why
Understanding Why

Introduce Symmetry's low-cost, tax efficient and broadly diversified investment solutions to your clients with this brief presentation.

Speaker Notes

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