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| In addition to the Risk-Managed Strategies using our Dynamic Asset Allocation process that are available to Individual Investors, we offer Institutional Investors a wide variety of analytical services based upon our data-intensive analysis of the ongoing relative strength of the various asset classes.
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The Institutional Investor
For example, we manage separate account Flexible Over-Weight Portfolios that shift the percentage allocated between two styles or capitalization-weights, based upon current market conditions.
Examples:
Growth Index vs. Value Index
Large-Cap Index vs. Small-Cap Index
Domestic Core Index vs. International Index
International Developed Index vs. Emerging Market Index
These portfolios may be carved out of the basic asset allocation to allow the overall asset allocation to adjust automatically when one asset class is outperforming the other. These timely adjustments can improve Alpha without a direct alteration of the basic asset allocation.
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