Approaching or in retirement.
Betashield Portfolio Risk Management
Betashield is a risk management strategy intended to limit downside risk in your portfolio, allowing for more peace of mind during turbulent times in the market. Conversely, during periods of prolonged uptrends the portfolio allocation shifts to a more aggressive stance with the goal to better participate in growth.
Designed for investors who are:
Focusing on asset preservation.
Looking for a way to limit exposure to a catastrophic portfolio loss.
Searching for a reduction of losses to allow for quicker recovery.
Seeking to capture gains in long-term, up-trending markets.
Willing to accept a potentially lower return in exchange for risk reduction.
WHY IS LIMITING LOSS AN IMPORTANT GOAL?
The larger the loss in a investment scenario, the greater the subsequent recovery would need to be to break even.
The Method
The Betashield portfolio is designed for retirement-focused investors seeking asset preservation and protection against catastrophic portfolio loss. It aims to reduce losses, enable faster recovery, capture gains in up-trending markets, and lower risk in exchange for potentially lower returns.
During periods of prolonged uptrends the portfolio allocation shifts to a more aggressive stance with the goal to better participate in growth.
Global Equity
U.S. and Non-U.S.
Active Risk Management that seeks to avoid significant account value loss, with an underlying strategy seeking to maximize long-term capital appreciation in the global equity market.
Opportunity
Global
Active Risk Management that seeks to avoid significant account value loss, with an underlying strategy seeking to maximize long-term capital appreciation in the global equity market.
Fundamental
Global
Active Risk Management that seeks to avoid significant account value loss, with an underlying strategy to balance capital appreciation with preservation.
U.S. Equity
Active Risk Management that seeks to avoid significant account value loss, with an underlying strategy seeking to maximize long-term capital appreciation in the domestic equity market.
International Equity
Active Risk Management that seeks to avoid significant account value loss, with an underlying strategy seeking to maximize long-term capital appreciation in the international equity market.
Assets in a Betashield strategy will be incrementally shifted to a short-term government treasury ETF when market conditions deteriorate. As markets improve, the portfolios will gradually shift back to their original, more aggressive asset allocation in an effort to increase the growth potential of the portfolio.
When the negative market environment begins to unfold, the Betashield approach is intended to hedge the portfolio. If the negative market persists, the hedge can be increased in an attempt to mitigate losses.