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 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.
Most importantly, Countercyclical Indexing is a low fee and tax efficient form of asset allocation that tries to capture the market return given an appropriate level of
risk over the course of the business cycle.
Not exact matches
Our approach is designed to maintain parity between your
risk profile and its underlying asset holdings
over the
course of the changes in 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.
That is, while your
risk profile will remain the same
over the
course of the
business cycle, the
risk exposure will actually change as various asset classes change in price and expose you to different degrees
of risk.
Therefore, it is logical to rebalance portfolios
over the
course of the
business cycle to account for these changing
risks.
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