Our Approach
Complementing our active and passive funds, VanEck has developed ETF and SMA Model Portfolios available on many of the industry's leading platforms. Our models provide intelligently-designed exposure across the asset classes that we consider to be essential for a diversified portfolio. Model construction leverages the expertise of our proprietary research, including VanEck's in-house management teams and key external partners.Why VanEck's Model Portfolios
Model Solutions Target Key Portfolio Objectives
Core U.S. Equites
VanEck Morningstar Wide Moat SMA - High quality US companies at attractive prices
Innovation
Thematic Disruption Portfolio - Focused on innovative long-term secular thematic trends across industries
Diversified Income
Dynamic High Income Portfolio - Diversification across income-producing asset class
Global Growth
Emerging Markets Equity SMA - Emerging markets GARP opportunities from equity analysts
Inflation Protection
Real Assets Portfolio - Dynamically allocates across key inflation fighting assets
Tax-Exempt Income
Municipal Allocation Portfolio - Broad muni market exposure based on interest rate and credit opportunities
Asset Allocation
Wealth Builder Portfolios - Core models for investors across the risk spectrum
Meet the Team
Our Multi-Asset Solutions (MAS) group provides investors with opportunities and insights that are driven by an analytical approach, anchored in data and objectivity. Led by David Schassler, the team is comprised of quantitative professionals that specialize in asset allocation and risk mitigation. The MAS team develops our in-house model approaches and operationally oversees the delivery of VanEck’s strategies to our partner platforms.
David Schassler
As Head of Multi-Asset Solutions (MAS), David offers a comprehensive perspective on market trends, asset allocation, and strategy analysis. David also serves as Portfolio Manager for VanEck’s ETF Model Portfolios.
Gregory Kenzer, CFA
Mr. Krenzer joined VanEck in 1994 and was named the Firm’s Head of Investment Risk in 2024. He is responsible for monitoring risks affecting portfolio management, trading, and portfolio performance by independently performing daily portfolio reviews and providing relevant committees with ongoing reporting. In this capacity, he serves as co-chair of the Risk Committee and the Active Investment Committee. In 2022, Greg was named Co-Chief Operating Officer of the Active business where he helps to oversee daily operations. He previously served as Head of Active Trading and also acted in a portfolio management role for numerous strategies including the VanEck CM Commodity Index Strategy and VanEck Morningstar Wide Moat Fund. Mr. Krenzer has over 25 years of experience investing in commodities, natural resource equities and global fixed income. Mr. Krenzer is a CFA Charterholder and a member of the CFA Society New York. He earned a BS in Finance with a minor in Economics (Beta Gamma Sigma) from Syracuse University.
Our Portfolios
About VanEck
Providing investors access to opportunities that will strengthen their portfolios is VanEck’s guiding principle. Through forward-looking, intelligently designed active and ETF solutions, we offer value-added exposures to emerging industries, asset classes and markets as well as differentiated approaches to traditional strategies.
We think beyond the financial markets to identify the trends—including economic, technological, political and social—that we believe will fuel investable opportunities. VanEck was one of the first U.S. asset managers to offer investors access to international markets and recognized early the transformative potential of gold investing, emerging markets and ETFs. Today, our firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification.
Our MissionImportant Definitions & Disclosures
The model is not a mutual fund or other type of security and will not be registered with the Securities and Exchange Commission as an investment company under the Investment Company Act of 1940, as amended, and no units or shares of the model will be registered under the Securities Act of 1933, as amended, nor will they be registered with any state securities regulator. Accordingly, the model is not subject to compliance with the requirements of such acts.
The information presented does not involve the rendering or personalized investment, financial, legal, or tax advice. This is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results. Certain information may be provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as the date of this communication and are subject to change.
All investing is subject to risk, including the possible loss of the money you invest. As with investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against loss in a declining market. Past performance is no guarantee of future performance.
Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. VanEck’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by VanEck, nor should any VanEck Model Portfolio information be considered or relied upon as investment advice or as a recommendation from VanEck, including regarding the use or suitability of any VanEck Model Portfolio, any particular security or any particular strategy. In providing VanEck Model Portfolio information, VanEck is not acting and has not agreed to act in an investment advisory, fiduciary or quasi-fiduciary capacity to any advisor or end client, and has no responsibility in connection therewith, and is not providing individualized investment advice to any advisor or end client, including based on or tailored to the circumstance of any advisor or end client. The Model Portfolio information is provided “as is,” without warranty of any kind, express or implied. VanEck is not responsible for determining the securities to be purchased, held and/or sold for any advisor or end client accounts, nor is VanEck responsible for determining the suitability or appropriateness of a Model Portfolio or any securities included therein for any third party, including end clients. Advisors are solely responsible for making investment recommendations and/or decisions with respect to an end client, and should consider the end client’s individual financial circumstances, investment time frame, risk tolerance level and investment goals in determining the appropriateness of a particular investment or strategy, without input from VanEck. VanEck does not have investment discretion and does not place trade orders for any end client accounts. Information and other marketing materials provided to you by VanEck concerning a Model Portfolio—including allocations, performance and other characteristics—may not be indicative of an end client’s actual experience from investing in one or more of the funds included in a Model Portfolio. Using an asset allocation strategy does not ensure a profit or protect against loss, and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with a Model Portfolio's allocations will provide positive performance over any period. Any content or information included in or related to a VanEck Model Portfolio, including descriptions, allocations, data, fund details and disclosures are subject to change and may not be altered by an advisor or other third party in any way.