Portfolio designed to meet your (clients’) needs
Designed to adapt to changing markets
AIMS TO INCREASE EQUITY EXPOSURE IN UP MARKETS
AIMS TO REDUCE EQUITY EXPOSURE IN DOWN MARKETS
REQUIRES MINIMAL TRADING
TRADE ON THE CUSTODY PLATFORM OF YOUR CHOICE
strategic, Opportunistic & Tactical Components
Portfolios are optimally structured based on risk tolerance and loss threshold designed to meet specific client objectives. Portfolios are designed to minimize the chances that the Portfolio will breach its drawdown threshold in bear markets: