About this Portfolio
The Macro Allocation Moderate Conservative Managed Account seeks long-term growth through a diversified global portfolio with an emphasis on capital preservation and downside awareness. The strategy combines global equity exposure with a larger allocation to fixed income while using a proprietary macro framework to adapt positioning as market conditions evolve.
Why Invest in this Portfolio
Conservative growth orientation
Combines global diversification with a strategic emphasis on fixed income and capital preservation to help manage portfolio risk.
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.
Risk-conscious diversification
Seeks to participate in global market opportunities while maintaining a more conservative allocation profile.
Asset Allocation Guidelines
The strategy’s allocation is based on a long-term neutral policy of 30% equity and 70% fixed income.
But it has the flexibility to go +/- 15%:
- Equity: 15% to 45%
- Fixed Income: 55% to 85%
- Cash: 0% to 15%
