Are Integrity strategies active or passive?

Integrity strategies are best described as systematically passive. While our portfolios are not strictly passive, they intentionally tilt away from market-cap weights toward securities with higher expected returns.

While we believe markets are highly competitive and do not attempt to outguess market prices, we do believe many investors can benefit from diversified risk factor exposure achieved through those tilts.

Our systematic approach has the flexibility to consistently target return premiums through time while seeking to avoid the costs and strategy drift that can result from the infrequent rebalancing typical of traditional index funds.