Product Summary

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Dynamic Alpha Products

Julex offers six main model products: Dynamic Multi-Asset, Dynamic Income, Dynamic Sector, Dynamic Emerging Market, Dynamic Real Asset and Macro Opportunities.  Financial advisors, RIAs, individuals, and institutional clients will typically choose one of the seven strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.

Clients of Julex have a choice of 6 different product strategies as follows:

Equity/Sector Strategies

  • The Dynamic Sector strategy is a strategy that seeks to achieve better returns than the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the S&P industry sectors, style classifications, and bond investments.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
  • 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 be either focused or diversified depending upon the risk environment.

Income and Real Asset Strategies

  • The Dynamic Income strategy is a multi asset class strategy that seeks 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 asset classes including dividend-paying equities, real estate, high yield bonds, emerging market bonds, and U.S. Treasury bonds.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
  • 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 Inflation Protection bonds. It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment. The strategy can be used by investors who want to have their assets outlast inflation.

Multi-Asset Strategies

  • The Dynamic Multi-Asset Strategy is a multi asset class strategy that seeks to achieve better returns than moderate asset allocation portfolio with lower volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging market securities, and real estate.  It will include four macro asset classes that are best determined to outperform in that risk environment.

Absolute Return

  • The Macro Opportunities Strategy  invests equally in the Dyamic Multi-Asset, Dynamic Sector, and Dynamic Income with two times leverage. It aims to outperform HFRI Global Macro Index with a low correlation with traditional asset classes. Its investment universe includes US equities and bonds, international equities, emerging market equities and bonds, real estates and MLPs. The positions chosen are depending upon the risk environment and asset performance. Julex Macro Opportunity II is an un-levered version of the same strategy investing in an equally-weighted portfolio of the Dyamic Munlti-Asset, the Dynamic Sector, and the Dynamic Income strategies.

Dynamic Solution Products

Julex also offers a suite of global asset allocation solutions designed to provide targeted levels of risk and returns.  For these products we allocate appropriate combinations of the four major Julex products plus other asset class ETFs, ETNs, or index funds into mixes supporting Dynamic Defensive, Dynamic Conservative, Dynamic Moderate, or Dynamic Aggressive “all-in-one” investment solutions.

Advisory Services

We also offer advisory services to investment advisors, institutions and individuals:

  • Model Licensing,
  • Customized Portfolios,
  • Dynamic Asset Allocation Process Design,
  • Investment Strategy Recommendation,
  • Risk Management and Advisory,
  • Marketing Supports.