Risk Managed TrueAlpha™ ESG US Equity is a quantitative equity strategy aiming to deliver both outperformance over index during market upswings and downside management during severe market downturns. It combines both our TrueAlpha™ stock selection model with our RiskSwitch™ tactical risk management model. When the market is identified as “risk on”, the strategy normally invested in 25-40 high quality undervalued stocks with above-average ESG (environmental, social and governance) rankings based on Thomson Reuters ESG ratings. When the market is identified as “risk off”, the portfolio risk exposure is reduced partially or completely.
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