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.
Since April 2019
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”.