Strategic Allocation Program
Minimum Investment |
$ 5,000,000
|
Management Fee |
0.45% |
Performance Fee |
0.00% |
Summary
The Strategic Allocation Program is designed to offer investors efficient exposure to the risk premium inherent in three asset classes: global fixed income, global stock indices, and commodities. Using a risk-balanced approach, the program aims to produce attractive long-term total returns. Unlike traditional capital allocation approaches where the risk contribution is highly concentrated in equities, a risk parity approach adjusts risk to ensure near-equal risk contribution across and within asset classes.