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Risk-Managed Indexing

For investors seeking risk-managed exposure to major equity indexes

passive investing 2.0

TCM Risk-Managed Indexing strategies seek to improve the risk profile of passive allocations by dynamically adjusting exposure based on signals from our Volatility Dashboard.

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

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tactical risk management

Positions based on signals from our Volatility Dashboard

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improved UP-CAPTURE

Tactical hedging typically means better up-capture than “always on” hedging

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crisis risk mitigation

Uses VIX exposures seeking to lower exposure during crisis periods

 

cost-conscious risk management

Growth of $1000 Since Inception

Tactical Beta net of 1% fee. "Hedged Equity Peers" is an equally-weighted composite of JP Morgan Hedged Equity (JHEQX), Swan Defined Risk (SDRIX) and Gateway Fund A (GATEX), rebalanced monthly

Risk-Managed Indexing strategies returns are available on the Morningstar Direct database

Thompson Capital Management is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.