• What is the Goldman Sachs Smart Beta Portfolio

    Last Updated: September 13, 2017 9:40AM EDT
    The Goldman Sachs Smart Beta Portfolio strategy invests in securities that have specific characteristics: the strategy tilts towards stocks based on four well-established drivers of performance, often referred to as factors. The factors are - good value, strong momentum, high quality, and low volatility.
     
  • How is the Goldman Sachs Smart Beta Portfolio different than the Betterment portfolio?

    Last Updated: September 13, 2017 9:40AM EDT
    What primarily differentiates the Goldman Sachs Smart Beta Portfolio from the Betterment portfolio is that the equity portion of the portfolio features allocations to Smart Beta ETFs that have larger allocations to companies screened for the four factors (value, high quality, strong momentum, low volatility).
     
  • What are the different allocations that you can have with the Goldman Sachs Smart Beta Portfolio?

    Last Updated: September 13, 2017 9:40AM EDT
    GSAM has 11 portfolios (0% to 100% stocks in 10% increments).
     
  • What is the fee difference?

    Last Updated: September 13, 2017 9:40AM EDT

    Customers still pay the Betterment management fee. The fees for the underlying funds are a bit more expensive, particularly at higher stock allocation levels. Going from 0% to 100% stocks in GSAM corresponds with weighted fund fees increasing from 0.13% to 0.22%. For Betterment portfolios, weighted fund fees generally decline as stock allocation increases, starting at 0.15% at 0% stocks and declining toward about 0.07% at 100% stocks.
  • What is your affiliation with Goldman Sachs?

    Last Updated: September 13, 2017 9:40AM EDT
    We’re partnering with Goldman Sachs Asset Management to deliver a Smart Beta portfolio to our customers within the Betterment platform. We do so to provide more personalized solutions that align to customer goals, preferences and values. 
     
  • Which funds are being used in the Goldman Sachs portfolio?

    Last Updated: September 13, 2017 1:20PM EDT
    For more information on the construction of the portfolio strategy, please click here.
     
  • Can you use these strategies if you’re affiliated with a broker-dealer?

    Last Updated: September 13, 2017 9:41AM EDT
    Currently, you are not able to invest in additional portfolio strategies if you are affiliated with a broker dealer. 
     
  • Can I have multiple portfolio strategies in one account?

    Last Updated: September 13, 2017 9:41AM EDT
    Yes, you can have more than one portfolio strategy in your account. But each goal can only be invested in one strategy. 
     
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