About this Portfolio
The Global Risk-Balanced Moderate Managed Account seeks long-term capital appreciation through a globally diversified portfolio that dynamically allocates across equities, fixed income, commodities and cash. Using a proprietary framework focused on corporate profits, liquidity and investor sentiment, the strategy actively adjusts portfolio exposures as economic and market conditions evolve.
Why Invest in this Portfolio
Flexible global opportunity set
Dynamically allocates across equities, fixed income, commodities and cash to pursue opportunities across changing market environments.
Profit-cycle driven investing
Asset allocation decisions are guided by a proprietary framework that evaluates corporate profits, liquidity and investor sentiment to identify opportunities across global markets.
Maximum allocation flexibility
Broad investment parameters allow the portfolio to make more meaningful allocation adjustments across asset classes as market opportunities and risks evolve.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 50% equity, 45% fixed-income and 5% cash.
But it has the flexibility to go +/- 25%:
- Equity: 25% to 75%
- Fixed Income: 20% to 70%
- Cash: 0% to 30%
| Asset class | Minimum | Neutral | Maximum |
|---|---|---|---|
| Equity | 25% | 50% | 75% |
| Fixed income | 20% | 45% | 70% |
| Cash | 0% | 5% | 30% |
