Though passive and active strategies are common in most markets, today’s equity risk management offerings remain almost exclusively passive and tend to underperform as hedges decay over time. With the arrival of active risk management, investors can now diversify their hedged equity allocations more fully, with greater flexibility to construct an acceptable balance of risk reduction and potential for outperformance.

Determining when to take Social Security benefits is one of the most consequential decisions a soon-to-be retiree must make. With the help of state of the art software, TCM Planning can help simplify the process.

TCM has moved beyond inefficient continuous “hedging” with a uniquely efficient risk management strategy that seeks a better balance between market decline and hedge expense threats.  While its dramatic potential during rare crisis declines tends to grab the spotlight, subtle but consistent expense management has actually been the major source of the strategy’s value since inception.

With high yields that are less prone to traditional fixed income risks, option income funds are changing the investment landscape. Learn how TCM’s Hedged Yield strategy invests in this exciting new space.

Equities have historically moved through recurring cycles of expansion, stress, and policy response. If each cycle ultimately leads to higher equity values while periods of market stress create opportunities for VIX-related gains, we believe combining those return sources can improve long-term outcomes. That pattern has been evident in Tactical Beta since inception nearly seven years ago, and while every cycle is different, we expect the current one to ultimately present similar opportunities.