Client Corner

Resources

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Client Resources

Updated quarterly, the resources below are available for your convenience to use with your clients.

A Risk to Retirement >
Are your clients’ portfolios ready?

Performance and Managing
Drawdown Risk >
Capturing equity-like returns with less risk

The New Core Allocation >
60/40 vs. the new core

Advisor-Only Content

Updated quarterly, the resources below are great for due diligence, internal meetings and to share with your team.

Portfolio Considerations

The 361 Global Managed Futures Strategy Fund seeks to generate performance by employing a suite of systematic trading models that take positions (long, short, or cash) in equity index futures contracts across the globe.

Portfolio Benefits

Diversification: Alternative mutual fund with low correlations to global markets offering true diversification.

Global Exposure: Fund seeks to benefit from increased and expanded opportunity set across global markets.

Contrarian Approach: Counter-trend approach seeks to profit from short-term price extremes independent of market direction.