This portfolio is designed to reflect a globally balanced stock / bond
portfolio over the course of the business cycle, however, there are significant flaws in the current 60/40 which allow some room for improvement.
Rebalancing
a portfolio over the course of the business cycle is part of any good portfolio plan.
This approach is designed to smooth out the performance of
a portfolio over the course of the business cycle and match your need for financial stability with the way your portfolio of savings actually performs.
Therefore, it is logical to rebalance
portfolios over the course of the business cycle to account for these changing risks.
Not exact matches
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.
This gives you the ability to focus on what you're an expert in so you can rest easy knowing an expert is watching
over your
portfolio over the
course of the changes in the
business cycle.
This helps to keep the investor's risk profile better aligned with the
portfolio's exposure to changing asset class risks
over the
course of the
business cycle.
Your actual performance will depend on your personal needs and which strategy we implement for you, but this approach helps to align the client's perception
of risk with that
of the underlying
portfolio over the
course of the changing
business cycle.
Over the
course of the
business cycle, however, we hope to generate a risk adjusted return that is superior to a benchmark
portfolio.