Model Portfolio & SMA Strategists Showcase - Flipbook - Page 58
SMAs & MODEL PORTFOLIOS
Grantham, Mayo, Van Otterloo & Co.
53 State Street, Boston, MA, 02109 • www.GMO.com
GMO
Matt Boilard
Business Development
Manager, Global Client
Relations
Financial advisors are
increasingly using separately
managed accounts and model
portfolios to deliver sophisticated
strategies with the transparency
and tax control their clients
expect.
At GMO, our Quality SMAs
give advisors direct access
to the same research-driven,
valuation-based process we’ve
applied for institutional clients
for nearly 50 years — now
paired with the customization,
cost-basis management, and
real-time visibility that only direct
ownership provides.
My advice for advisors evaluating
SMAs: first, match the strategy to
the client’s tax situation, not just
their risk profile — SMAs can
provide exceptional benefits to
clients when considering taxes.
Second, look past headline fees
to net-of-fee results over a full
market cycle. Third, ask how a
manager updates the portfolio
as opportunities shift; static
allocations rarely age well.
Get in touch at
Advisors@GMO.com.
For nearly half a century, GMO’s independent
private partnership has championed a
research-driven approach to investment
management.
These same philosophies extend directly into our
separately managed account and model portfolio
offerings, where advisors and their clients gain
direct ownership of GMO’s flagship strategies.
We blend fundamental and quantitative
expertise with long-term, valuation-driven
principles, delivering strategies that empower
our clients to navigate markets with
confidence. With approximately $85 billion
in AUM, we are known for our willingness to
challenge the status quo and the creative ways
we approach investment problems.
Our SMA platform is built around three priorities:
direct ownership of GMO’s sophisticated
strategies, customized to each client’s tax
situation and concentrated positions; full
transparency into holdings, trades, and
performance; and the flexibility to accommodate
restrictions, tax-loss harvesting, and transitions
from legacy or concentrated positions.
GMO SMAs & Model Portfolios —
High Conviction. Direct Ownership.
GMO brings nearly 50 years of valuation-driven research to separately managed
accounts, giving advisors direct, tax-transparent ownership of our flagship Quality
strategies.
Each SMA is built to the same standard we’ve long delivered to pensions and
endowments — now customizable to each client’s tax situation, concentrated
positions, and values.
NAME
MINIMUM
FEES
QUALITY STRATEGY
PLATFORM-SPECIFIC
VARIES BY PLATFORM
U.S. QUALITY STRATEGY
PLATFORM-SPECIFIC
VARIES BY PLATFORM
Intended For Financial Professional Use Only
To determine the investment minimum and fee information applicable to your clients, please contact GMO for details.
Risks
Risks associated with investing in the Strategies may include: (1) Market Risk – Equities: the market price of equities may decline due to
factors affecting the issuer, its industries, or the economy and equity markets generally. Declines in stock market prices generally are likely
to reduce the net asset value of the Fund’s shares; (2) Management and Operational Risk: the risk that GMO’s investment techniques will
fail to produce desired results, including annualized returns and annualized volatility; and (3) Focused Investment Risk: the Fund invests its
assets in the securities of a limited number of issuers, and a decline in the market price of a particular security held by the Fund may affect
the Fund’s performance more than if the Fund invested in the securities of a larger number of issuers. This is not a complete list of risks
associated with investing in the Strategy. Please contact GMO for more information.
Copyright © 2026 GMO LLC. All rights reserved.
58
