Description

This strategy follows a multi-asset approach to investing attempting to balance risk amount the three major asset classes: Equity, Fixed Income, and Real Assets.

 

How it works

Portfolios are updated monthly to include sub-asset classes that are expected to have positive returns and optimized to balance risk among the three asset classes.

 

Risk Controls

Each portfolio is customized with predetermined maximum percentage allocations for asset classes, as well as maximum weights for individual sub-asset classes. By limiting exposure to asset classes and sub-asset classes, investors can maintain a risk-appropriate portfolio.