Rethinking Asset Management
To resolve the problems associated with the strategic asset allocation buy and hold approach, we offer an investment management strategy that uses both an unconditional and conditional or tactical approach to asset allocation with the dynamic investment management that's needed to manage risk and potentially increase investment returns.
We begin the process by creating the initial portfolio using strategic asset allocation. But strategic asset allocation looks back in time to identify the statistical relationships between asset classes and expresses future risk and return expectations in historical terms which means that it does not give us insight into prospective investment risks or opportunities. So we take the investment process even further.
Once we've created the initial portfolio we employ conditional trading strategies that rely upon our proprietary quantitative analysis process to identify which asset classes are most attractive and worthy of investment at any given time. This approach enables us to vigilantly monitor and nimbly navigate the investment markets potentially providing our investors with less volatility and higher returns than traditional investment approaches.