Core Insights - Sowell Management has partnered with Rayliant to enhance its OCIO platform with Rayliant's investment research and strategies focused on smart beta ETFs [2][4] - Jason Hsu, founder of Rayliant, will serve as the chief investment strategist at Sowell while continuing to lead Rayliant [3][5] - The partnership aims to provide unique, curated investment solutions for advisors, differentiating Sowell's offerings from competitors [4] Company Overview - Sowell Management is a registered investment advisor (RIA) based in North Little Rock, Arkansas, with $6 billion in assets under management (AUM) [2] - Rayliant specializes in developing asset allocation strategies using smart beta ETFs and has a history of partnering with advisors to enhance wealth management [5] Investment Strategies - Sowell's OCIO platform includes third-party portfolios managed by firms like Affinity Investment Advisors and Goldman Sachs, focusing primarily on ETFs and separately managed accounts (SMAs) [4] - Rayliant's ETF offerings include the Rayliant Quantamental Emerging Market ex-China ETF (RAYE), Rayliant Quantitative Emerging Market ETF (RAYD), Rayliant SMDAM Japan Equity ETF (RAYJ), and Rayliant-ChinaAMC Transformative Tech ETF (CNQQ) [4] Market Outlook - Hsu is optimistic about emerging markets, suggesting that the bargaining power of producers in these regions, particularly in Asia, will increase as more Americans retire [5]
Rayliant Adds Strategies to Sowell Management's OCIO Platform
Yahoo Finance·2025-10-21 10:00