For Conservative Investors
A medium risk multi-asset class strategy focused on providing an attractive long-term total return by actively limiting volatility and drawdowns.
1. First step
Construction of three portfolios: Defensive, Balanced and Positive, with different volatility levels and asset classes exposure limits.
These three portfolios employ USD denominated ETFs investing in up to 13 different sub-asset classes offering a high level of diversification.
3. Third step
After each allocation shift or monthly-based, an optimization of the Tactical Asset Allocation is implemented using our Portfolio Optimizer.
2. Second Step
The strategy systematically manages the asset allocation shifting it systematically in progressive steps between 0%-30%-50% of equity weight, following the signal from our “Global Risk Indicator”.