Tactical Asset Allocation

Typical Tactical management approaches are designed to shift between asset types to avoid market uncertainty. Tactical investing grew in popularity during recent financial crises in part because traditional "buy and hold" investors incurred such steep losses.

Our Tactical management strategies are designed to maintain a low correlation to the broader market. Signals are generated on a daily basis and may be short-term in nature. Elements of both trend-following and mean-reversion are monitored as these programs are designed to adapt to changing market conditions. On any given day, our Tactical management approaches may be long, short or in the safety of a money market fund. These strategies attempt to produce a positive rate of return over the course of a calendar year regardless of how the broader market performs, and do so with moderate volatility.