Sentences with phrase «countercyclical indexing approach»

Orcam's Countercyclical Indexing approach is designed to adjust portfolios on a countercyclical basis to account for the dynamism of risk within a portfolio.

By using a Countercyclical Indexing approach we can create a portfolio that is more in - line with our savings by establishing an asset allocation that generates purchasing power protection, but does not do so in such an unbalanced manner as a traditional indexing portfolio.

Not exact matches

I call this approach to portfolio construction Countercyclical Indexing.

We call this approach «Countercyclical Indexing ™» because it is a low fee, tax efficient and diversified strategy designed to match an investor's profile to the changes in the business cycle as stocks tend to become riskier late in market cycles and less risky early in market cycles.

Our Countercyclical Indexing ™ strategy establishes a portfolio management approach that is more consistent with the way investors actually perceive risk over the course of the business cycle and increases the probability of improving risk adjusted returns.

Unlike static procyclical indexing strategies (which just go up and down with the market and always rebalance back to the same risk exposure) our countercyclical approach rebalances in such a way that we will actually reduce exposure to certain asset classes when the risk of permanent loss increases late in the market cycle.

The Conservative Countercyclical portfolio overcomes this flaw by applying a systematic passive approach to indexing that works to counter the market's booms and bust phases.

This dual countercyclical approach helps to mitigate the two biggest risks that investors confront these days and helps the investor feel confident in the strategy they are implementing unlike so many of the indexing strategies these days that leave the investor hoping for the best and unprepared for the worse.