Risk Profile: Moderate Growth
The CMG Opportunistic All Asset Strategy is a quantitative investment strategy that analyzes a broad universe of mutual funds to determine an optimal portfolio allocation and is designed to generate positive returns over multiple market cycles.
The mutual fund selection process utilizes proprietary mathematical and technical indicators to identify mutual funds with emerging price trends across asset classes and market sectors. The portfolio is typically comprised of up to 11 equally-weighted mutual fund allocations that are designed to serve as an active risk managed solution versus traditional buy-and-hold equity investing.
Portfolio Diversification and Correlation Analysis:
When diversifying your portfolio, it is important to understand how each strategy correlates to your other positions. We believe the key to long-term success is how you weave a number of low-correlating strategies into your portfolio and manage those allocations over time.
For an explanation on strategy correlation and comparisons to other indices, click on the Correlation Matrix link on the right. A 1.00 correlation would be a perfect correlation. A 0.000 correlation reading would imply a non-correlation. Generally, readings below 0.50 reflect a low-correlation.
** Please note: The minimum investment for the CMG Opportunistic All Asset Strategy is $50,000. Distributions from the strategy may be subject to short-term redemption fees assessed by the fund companies.
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