Abstract Background

Dynamic Asset Allocation

Equities Zero100

Strategy´s Purpose

For Growth Investors

A multi-asset class strategy designed to participate in upwards trending equity markets and deliver returns decorrelated from global equities by allocating to fixed income when the outlook deteriorates.

Investment Process

1. First step

Construction of three portfolios: Defensive, Balanced and Positive, with different volatility levels and asset classes exposure limits.

 

These three different portfolios employ USD denominated ETFs investing in up to 13 different sub-asset classes offering a high level of diversification

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Real Results
Since April 2019

2. Second Step

The strategy systematically manages the asset allocation by shifting it systematically in progressive steps between 0%-50%-100% of equity weight, following our “Global Risk Indicator” .

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3. Third step

After each allocation shift or monthly-based, an optimization of the Tactical Asset Allocationis implemented using our Portfolio Optimizer.

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YEAR

Equities Zero100

Balanced Portfolio

MSCI World

2020

20.0%

13.2%

16.5%

1 Y

27.7%

32.4%

17.1%

2021 (YDT)

19.5%

11.2%

18.8%

Contact us

For general questions, please write us here:

Our Locations

EyePerformance Technology S.L.

Calle Velazquez 126
28006 Madrid, Spain.

EyePerformance AG
Bundesstrasse 5
6300 Zug, Switzerland.