Description

The strategy provides investors with three different risk-based solutions for asset allocation by allocating to sectors believed to provide positive future returns and eliminating sectors expected to perform negatively. All strategies are quantitatively driven creating a repeatable process free from behavioral biases.

 

How it Works

Investors choose either a Conservative, Moderate, or Aggressive that has a predetermined asset allocation. Based on risk metrics, the portfolios are updated monthly to include favorable investments and to eliminate unfavorable investments.

 

Risk Controls

Each portfolio has 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.