Enhanced Investor Experience
RiskBridge provides an enhanced investor experience utilizing our Managed Volatility Portfolios (“MVP”). MVP models use a risk budgeting approach designed to keep the portfolio’s targeted volatility aligned with the client’s risk tolerance regardless of the market environment. MVPs tactically adjust the types of risk based on the prevailing macroeconomic regime. This affords us more flexibility than a traditional asset allocation portfolio.
RiskBridge offers conservative, moderate, and aggressive model designs. Each model holds core positions, with smaller tactical positions focused on economic sectors and factors, which are broad drivers of returns. Our MVP models may be licensed directly or offered on select platforms.
About MVP Strategies
RiskBridge MVP strategies seek to combine the benefits of both strategic and tactical asset allocation in a dynamic allocation approach. Strategic allocation uses risk targeting to map out a path to achieve an investor’s longer-term goals. Tactical allocation uses a macroeconomic framework to anticipate and respond to opportunistic shifts in the market.
- Provides low cost, convenient access to targeted risk portfolios aligned with an investor’s risk considerations and objectives
- Grounded in research, combining liquidity, business, and market cycle analysis to identify asset mispricing and investment opportunities
- MVP strategies are tailored for investors’ taxable and tax advantaged needs