Strategies

Experience the power of diversified investing

We offer a full platform of investment options, each designed to meet specific investment goals and risk tolerance levels. Whether you’re looking to minimize risk while maximizing returns in a core or satellite global holding or seeking to diversify your portfolio with direct commodity exposure, our strategies are powered by our Risk Allocation Engine to help you reach your unique financial objectives.

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Core investment strategies

Viewpoint Global Multi-Asset (VMA)

Previously Viewpoint Global Asset Allocation

Prudently applies liquid, actively managed leverage to a globally diversified, multi-asset portfolio to target similar volatility as a conventional global balanced strategy, with higher returns. This strategy is focused on risk first and foremost and will de-lever quickly during certain types of markets. Additionally, it uses trend and momentum overlays to further protect against capital drawdowns and capture movements in commodity markets.

Fund Facts

Target return

6-8%

Target volatility

Viewpoint Enhanced Global Multi-Asset (VEMA)

Previously Viewpoint Global Risk Parity

Prudently applies liquid, actively managed leverage to a globally diversified, multi-asset portfolio to target similar volatility as a global equity strategy, with higher returns. This strategy is focused on returns first and foremost but will de-lever quickly during certain types of market conditions.

Fund Facts

Target return

10-12%

Target volatility

15%

Viewpoint Diversified Commodities (VCOM)

Creates a scientifically diversified portfolio of direct commodities to target a more stable return profile than comparable strategies.

Fund Facts

Target return

Inflation+2%

Target volatility

N/A