Risk-Managed Equities

A portfolio tool for clients who want resilience without overly impacting equity upside

PURSUING A BETTER balance between return and protection

TCM Risk-Managed Equities strategies seek to provide improved total return versus statically-hedged approaches with superior downside protection in higher volatility crisis environments. In calm markets, the strategies aim to keep high upside participation in an underlying index. Under market crisis conditions as signaled by TCM’s proprietary Volatility Dashboard, the strategies may gain long volatility exposure via VIX ETPs seeking to mitigate losses.

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- a previously foreign concept in the hedged equity space- this approach seeks to create value for investors over time, not just reduce volatility. 

Available on S&P 500®, NASDAQ 100®, MSCI® Emerging Markets indexes or a custom portfolio.

tactical risk management

Seeking to avoid the expense of passive defensive exposures

HIGHER UPSIDE PARTICIPATION

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