Wealth is built by compounding, however, investors often find it challenging to stay invested, especially in static, over-diversified portfolios that periodically crash too much or earn too little.
Through dynamic asset allocation, Dynamic Balanced aims to protect the downside and maintain attractive returns. Our quantitative, rules-based model forecasts asset class risk and return, changing portfolio allocations over time.
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Dynamic Balanced
An INNOVATION IN MULTi-ASSET INVESTING
We designed this strategy to help investors stay invested, minimize performance chasing, and increase the probability of reaching their investment goals.
Dynamic Balanced is a moderate risk, multi-asset strategy designed to generate uninterrupted wealth compounding, across changing market conditions.
Our dynamic investing approach allows investors to participate in market upside while significantly reducing losses during downturns, helping them to sleep better at night.
The first risk of investing is the Drawdown Risk - the loss from the peak. The second risk of investing is the Low Return Risk - the under-performance vs. expectations over a stretched period of time.