Risk-Based Asset Allocation Models

Our risk based asset allocation models are designed to help our clients manage risk and maximize return by diversifying across a comprehensive set of asset classes. Incorporating these models into an overall investment strategy can help provide investors with a sound framework for portfolio construction.

We work with our partners in a step by step process to:

• Create a risk assessment tool to best categorize investors into their appropriate risk level.
• Develop the strategic asset allocation policy appropriate for our clients and create risk based models across the efficient frontier.
• Analyze the available investment options using our proprietary PrecisionAlpha® fund selection methodology to determine which funds to use in the asset allocation program.
• Generate a set of fund specific portfolios with the same corresponding risk and return as the strategic asset class models.
• Provide ongoing sales training and marketing support to distribution teams.

The following graphs provide three samples of our risk based portfolios.