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