Institutional Consulting & CIO Services

4. Risk-Managed Portfolios

CA360 believes managing the risks of catastrophic loss in portfolios is mission critical. As such, we offer an array of risk-managed portfolio solutions.

Goals of Risk Management

While there are never any guarantees in investing, CA360’s risk managed strategies strive to:

• Stay in sync with primary (long-term) market trends
• Reduce exposure to market risk during severely negative environments
• Lose the “least amount possible” during bear market cycles
• “Get it mostly right, most of the time”

Proper Expectations

While there may be many advantages to employing a risk managed approach, it is important to have proper expectations. For example, below are examples of what a risk managed approach CANNOT DO:

• Sell at the top and/or buy at the bottoms of market cycles
• Avoid all losses during negative environments
• Protect against losses during normal market corrections

CA360 Risk-Managed Portfolio Offerings

• Encompass Series
• The Risk Manager Series
• Global Tactical
• Index, Factor, Sector, and Bond Leadership Strategies
• Swing Trading Strategy
• Momentum Strategy
• Income Strategy

Customized Risk Management Strategies

The Institutional Consulting Team at CA360 has vast experience in developing customized, risk-managed strategies. Read more about our multi-disciplinary approaches here [link].

Want more information? Contact CA360’s Institutional Consulting Team, including either David Moenning or Jeff Pietsch at (888) 452-5260.

1. Outsourced Chief Investment Officer Services
2. Customized “White-Label” Portfolios
3. ETF, Equity and Bond Portfolios
4. Risk-Managed Portfolios
5. Research & Consulting Services
   
   

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