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Liquid Strategies

Liquid Strategies Parent Rating

Below Average

Liquid Strategies lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

Aside from the overall view, portfolio managers at Liquid Strategies have made a notable effort to align their interests with shareholders' by taking a personal stake and investing alongside them. Nearly 43% of the firm’s assets are represented by a manager who invests in their respective product. A notable weakness of Liquid Strategies is the inexperience of its longest-tenured managers compared with other asset managers. Managing capital through a full market cycle is a challenging prospect for seasoned managers, but with only four years of average asset-weighted tenure, there's cause for concern. The firm has not had a durable product lineup. Specifically, its three-year risk-adjusted success ratio demonstrates that only 29% of products were both able to survive and beat their respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

Liquid Strategies Investments

Exchange-Traded Funds

See All Liquid Strategies ETFs

Market

US ETFs

Total Net Assets

323.48 Mil

Investment Flows (TTM)

−110.83 Mil

Asset Growth Rate (TTM)

−28.98%

# of Share Classes

7
Morningstar Rating # of Share Classes
1
0
2
4
0
Not Rated 0

Morningstar Mentions

IShares Core US Aggregate Bond ETF offers low-cost access to US investment-grade bonds.

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