Description

The strategy provides investors with two different risk-based solutions for asset allocation. Investors have the choice between a multi-asset portfolio or a global equity portfolio. The Multi-asset and the global equity portfolios use the same quantitative methodology to allocate among the available investments to efficiently distribute risk.

 

How it works

Investors have a choice between the multi-asset portfolio or the global equity portfolios. Based on risk metrics, the portfolios are updated monthly to include and appropriately weight favorable investments and also to eliminate unfavorable investments.

 

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.