The Dynamic Real Asset Strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Treasury Inflation Protection Securities Index with comparable volatility and peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in real asset classes including material and energy equities, real estates, MLPs, commodities, gold and U.S. Treasury … Read more
The Dynamic Defensive Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 20% equity and 80% fixed income. The strategy may be appropriate for investors who have … Read more
The Dynamic Conservative Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 40% equity and 60% fixed income. The strategy may be appropriate for investors who have … Read more
The Dynamic Moderate Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 60% equity and 40% fixed income. The strategy may be appropriate for investors who have … Read more
The Dynamic Aggressive Strategy is a dynamic asset allocation strategy designed to provide enhanced return, reduced volatility, and reduced peak-to-trough drawdown compared to naïve buy-and-hold strategies. The portfolio has a long term strategic risk target comparable with a portfolio of 80% equity and 20% fixed income. The strategy may be appropriate for investors who have … Read more
The Dynamic Sector Strategy is a strategy that seeks to minimize downside risk while maximizing upside potentials by tactically positioning the US equity sectors with the flexibility of moving to bonds and cash completely. It aims to outperform DJ US Moderate Index and the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns in … Read more
The Dynamic Income strategy is a multi asset class strategy that seeks to offer both higher income and capital preservation. It aims to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing … Read more
The Dynamic Emerging Market strategy is an emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market index with lower volatility and lower peak-to-trough drawdowns. The strategy rotates between the countries, regions and styles in the emerging markets and bonds. It is a flexible strategy that will include allocations that can … Read more