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Robust Asset Allocation 2018-02-10T09:41:58+00:00

Robust Asset Allocation Index

The Index seeks capital appreciation with downside protection.

  • Simple Asset Allocation  – The index focuses on robustness over complexity

  • Evidence-Based Stock Selection – The Index seeks value and momentum characteristics

  • Downside Protection – The Index seeks to minimize the chance of large losses

Read our white paper on the Robust Asset Allocation Index

Index Factsheet
Index Details
Index Returns
RAA BALANCED
RAA MODERATE
RAA AGGRESSIVE

Our Process

Our downside protection models may not work in all situations and could fail to achieve their objectives.

Trend-Following

Downside Protection

Trend-following seeks to minimize large losses.

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Active Equity

Value and Momentum

Seek to capture global value and momentum premiums

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Affordability

Low All-In Costs

We seek to deliver the highest quality at the lowest cost possible.

Fee Breakdown

Transparency

Index-based Methodology

Our process is fully transparent.No black boxes here.

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Implementation Options

Managed Accounts

Please feel free to reach out if you have questions on implementing our strategies.

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