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Tactical Allocation Group, Pioneer ETF Manager, Joins Growing ETF Strategist, Risk Paradigm Group
Industry Pioneer in ETF Allocations Combine Deep Expertise with Recognized Leader in
Quantitative ETF Model Portfolio Management
(Burlington, MA) July 28, 2016: Risk Paradigm Group, LLC (a/k/a RPg Asset Management) announced today the addition of Michigan-based Tactical Allocation Group (TAG). The combined investment team provides a complementary suite of rules-based Managed ETF strategies employing a “quantimental” approach of qualitative and fundamental investment solutions serving financial intermediaries... (click for more)
Benefits of Tactical
CLIENT-CENTRIC INVESTING:
UTILIZING TACTICAL MANAGERS TO IMPROVE RISK/RETURN
Characteristics of Client Portfolios
The most common method for building multi-asset portfolios is based on Modern Portfolio Theory (MPT). The biggest issue we have with this approach is that it is not aligned with most investors’ view of risk. MPT utilizes a process that seeks an efficient portfolio with a given level of risk measured by return volatility. This misalignment manifests itself when the market is down 36%, and a portfolio is down 33%. In this case, the manager is patted on the back (receives a bonus) for outperforming their benchmark, and the investor is out 1/3 of their investment... (click for more)
Market Commentary
Although markets around the world reeled from the unexpected results of the June 23rd “Brexit” referendum, U.S. equity markets posted another positive month as the S&P 500 ended June up 0.26% on a total return basis. The fallout from this surprise helped cause equities to underperform bonds for the month and will likely keep uncertainty elevated for some time. U.S. fixed income yields were down almost across the board while the long end of the curve saw yields dip below 2.2%.
Although the “Brexit” decision dominated the end of the month, markets paid close attention to... (click for more)