Original Air Date: March 29, 2022
Would you expect a portion of your portfolio to be actively managed during periods of market volatility?
Given one of the worst starts to the stock market in years, combined with high equity valuations, and rising interest rates, many advisors and investors are looking for active portfolio strategies that can adjust and potentially provide some level of downside portfolio protection if the stock market remains rocky.
Having a tactical investment portfolio strategy can help make the right changes to asset or risk allocations, to actively adjust for changing market conditions. We look for these tactical strategies to manage risk, investor behavior, or over time, provide a superior risk-adjusted performance.
Common characteristics of many tactical strategies include using signals to drive market exposures in an attempt to limit losses during severe drops and to potentially outperform during these sustained drops.
In this month’s Portfolio Recipes webinar, we present two long-standing strategists on the OPS platform with historical records in successfully managing tactical asset allocation strategies Toews Asset Management and Ocean Park Asset Management.
For financial professional use only. Not intended for public distribution.
Brinker Capital Investments, LLC, a registered investment advisor, is an affiliated company of Orion Portfolio Solutions, LLC through their parent company, Orion Advisor Solutions, Inc._1675161643718