Approach  DESIGN  |  MONITOR

Intelligent Design

Determining Portfolio Performance

When it comes to portfolio construction, research shows that asset allocation can be one of the most important factors to influence overall performance. According to multiple academic studies, more than 90% of a portfolio’s success is determined by asset allocation. In addition, determining the correct investment classes, as well as the proper percentage to hold in each portfolio, is paramount to long-term success.

Portfolio Performance is Determined By*:

* “Determinants of Portfolio Performance II: An Update.” Brinson, Singer and Beebower, 1996.

Portfolio Model Construction

Market Guard™ seeks to generate Intelligent Performance by dedicating relentless effort to innovation, values and excellence. When constructing our model portfolios, we start by selecting the individual securities, and then determining the appropriate allocation within each specific portfolio. Once this process is complete, we recognize the importance of personalization to the individual investor in order to help them achieve their specific goals. For this reason, Market Guard™ provides the capabilities to allow the investor to custom tailor the exact blend of equities and fixed income desired.


STEP 1

Evaluate, select, and implement individual investment positions, to create a fully globally diversified portfolio.

Tactical Methodology


DynamicTarget

Strategic Methodology


Static

STEP 2

Determine the optimal asset allocation among the individual investment positions.

Tactical Methodology


DynamicTarget

Strategic Methodology


Static
STEP 1

Evaluate, select, and implement individual investment positions, to create a fully globally diversified portfolio.

Tactical Methodology


DynamicTarget

Strategic Methodology


Static

STEP 2

Determine the optimal asset allocation among the individual investment positions.

Tactical Methodology


DynamicTarget

Strategic Methodology


Static

Market Guard™ offers enhanced monitoring within the Tactical Asset Allocation model portfolios. These are active management strategies that shift the percentage of assets held in various categories to help mitigate volatility or take advantage of strong market sectors. Within these active management strategies, Market Guard™ provides multiple options for further customization of tactical management style to fit an investor’s individual investment goals and risk tolerance in each separately managed account. To help provide the basis to perform these important investment decisions, Market Guard™ utilizes a specific blend of technical indicators, fundamental analysis and market observation.


STEP 3

Utilize a Non-Emotional, Methodical, Mathematical approach to assess the individual positions in the portfolio, to signal a possible opportune time to HOLD, SELL or BUY the underlying investment position.

Tactical Methodology


DynamicTarget
STEP 3

Utilize a Non-Emotional, Methodical, Mathematical approach to assess the individual positions in the portfolio, to signal a possible opportune time to HOLD, SELL or BUY the underlying investment position.

Tactical Methodology


DynamicTarget

The Power of Knowing

When To Hold


Market Guard™ will assess the individual positions in the portfolio. If there are no signals to sell or buy particular investment positions, then the allocation will remain unchanged. Based upon the analysis of current market conditions, we will validate the decision to hold the current portfolio allocation.

When To Sell


Market Guard™ will assess the individual positions in the portfolio and signal a possible opportune time to sell. Based upon the analysis of current market conditions, we will determine the quantity of shares to sell in an effort to help protect from unnecessary losses and volatility.

When To Buy


Market Guard™ will assess the individual positions in the portfolio and signal a possible opportune time to invest. Based upon the analysis of current market conditions, we will determine the quantity of shares to purchase.

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