Risk-Managed Equities
For investors seeking risk-managed exposure to equity indexes or on a custom portfolio
seeking more cost-effective risk management
TCM Risk-Managed Equities strategies seek to improve the risk profile of equity index allocations using tactical VIX exposure based on signals from our Volatility Dashboard.
Compared to traditional passive hedging, TCM’s active risk management is a more balanced approach that prioritizes up-capture in rising markets as much as mitigating crisis declines. By pursuing long term hedging gains, this approach can actually create substantial value for investors over time- a previously foreign concept in the hedged equity space.
Available on S&P 500®, NASDAQ 100®, MSCI® EAFE or MSCI® Emerging Markets indexes or a custom portfolio.
tactical risk management
Seeking to avoid the expense of passive defensive exposures
improved UP-CAPTURE
Seeks to produce better up-capture than passive hedging
crisis risk mitigation
Uses VIX exposures seeking to lower exposure during crisis periods
the value of cost-conscious risk management
Growth of $1000 Since Inception
Risk-Managed Indexing strategies returns are available on the Morningstar Direct database