RESOLVE TOTAL WEALTH SOLUTION

ADAPTIVE STRATEGIES DESIGNED TO THRIVE IN CHANGING ENVIRONMENTS

Simple and Secure Web Interface

Advanced Global Asset Allocation

Downside Protection

Targeted Risk Control

100% Rules-Driven

RESOLVE TOTAL WEALTH SOLUTION

ADAPTIVE STRATEGIES DESIGNED TO THRIVE IN CHANGING ENVIRONMENTS

Simple and Secure Web Interface

Advanced Global Asset Allocation

Downside Protection

Targeted Risk Control

100% Rules-Driven

CLICK FOR
VENTURE MANDATE

CLICK FOR
AGGRESSIVE MANDATE

CLICK FOR
GROWTH MANDATE

CLICK FOR
CONSERVATIVE MANDATE

That’s ReSolve’s pledge to you.

Just complete a quick questionnaire, and we will design a total wealth strategy that works for you.

To that end, ReSolve will systematically STRIVE TO:

Hit your target risk profile even during the most hostile market conditions.

Shield your portfolio against major downdrafts.

Take advantage of bull markets in major asset classes around the world.

Experience more consistent positive yearly returns.

READ THE WHITEPAPER ON HOW WE AIM TO DO THIS HERE

Venture Mandate

The ReSolve Evolution Strategy takes a multi-strategy approach  with a primary aim of maximizing the Sharpe Ratio of the portfolio by combining a variety of empirically robust and uncorrelated long/short strategies including momentum, trend, carry, volatility and tail protection strategies. The strategy trades in over 50 global futures contracts, options and currencies. The strategy is designed to strive for outsized performance results and as such will aim to maintain an annual volatility profile of 20%.

Due to regulatory restrictions this strategy is only available to Qualified Eligible Person and Qualified Client only.  Contact US

Aggressive Mandates

The ReSolve Global Tactical Equity Strategy seeks to consistently rotate into the world’s strongest stock markets according to two measures of trend and momentum. The Strategy allocates between index ETFs tied to U.S. stocks, international stocks, and emerging market stocks. Where our proprietary statistical filter indicates an overwhelming probability that global equities are vulnerable to crash risk, the portfolio can move either partly or wholly into government bonds for ‘safe harbour’, preserving capital while waiting for the next bull market to begin. There are no commission fees and our management fee for this mandate is 0.95%.

Levered Option

For taxable accounts only, investors will have the option of investing in the levered version of ReSolve Adaptive Asset Allocation: 12% Volatility mandate which can use as much a 2:1 leverage to equity when portfolio volatility is below the 12% target. The mandate aims to beat the performance of the ReSolve Adaptive Asset Allocation: 8% Volatility (USD) Index by over 6% over a full market cycle. There are no commission fees. The management fee for all levered mandates is 1.45%.

By combining the strong historical return character of the momentum factor with global diversification and risk management, Adaptive Asset Allocation portfolios aim to deliver steady growth with specific risk targets and controlled maximum losses, during most market environments.

As of November 30th, 2019

This is composite performance. Please refer to “Performance Disclosure” at the bottom of this page.

Growth Mandates

By combining the strong historical return character of the momentum factor with global diversification and risk management, Adaptive Asset Allocation portfolios aim to deliver steady growth with specific risk targets and controlled maximum losses, during most market environments. There are no commission fees and our management fee for this mandate is 0.95%

Levered Option

For taxable accounts only. Investors will have the option of investing in the levered version of ReSolve Adaptive Asset Allocation: 8% Volatility mandate which can use as much a 1:1 leverage to equity when portfolio volatility is below the 8% target. The mandate aims to beat the performance of the ReSolve Adaptive Asset Allocation: 8% Volatility (USD) Index by over 3% over a full market cycle. There are no commission fees and the management fee for all levered mandates are 1.45%.

As of November 30th, 2019

This is composite performance. Please refer to “Performance Disclosure” at the bottom of this page.

Conservative Mandate

The ReSolve Global Risk Parity Strategy is constructed from a diverse universe of global asset classes through the use of representative Exchange Traded Funds so that the portfolio contains investments which can thrive in any economic environment. The portfolio is formed by weighting the holdings in such a way that each asset contributes the same amount of risk to the portfolio. As asset relationships change over time, the Strategy responds with subtle shifts to maintain maximum diversification. There are no commission fees and our management fee for this mandate is 0.95%.

As of November 30th, 2019

This is composite performance. Please refer to “Performance Disclosure” at the bottom of this page.

MOST COMMON QUESTIONS

What is the difference between the levered AAA 8% Volatility mandate and the non-levered mandate.
While the non-levered mandate targets 8% volatility, there are many periods that diversification is working so well that in spite of being 100% invested in the markets, the ambient volatility will momentarily lie well below the 8% target. With the use of leverage we are able to hit this target more accurately and more often, which leads to a similar downside risk profile but with higher expected rates of return.
How are ReSolve’s manadate risk profiles any different from traditional portfolios?
Traditional portfolios tend to keep portfolio allocations fairly constant over time, while allowing portfolio volatility to ebb and flow with market changes. In contrast, ReSolve’s mandates hold risk constant at the prescribed risk target through time, while allowing portfolio holdings to ebb and flow in response to changing market conditions (see chart below). Our first line of defence to accomplish this is to maximize global diversification actively. As correlations and volatilities change, allocations change in response. When diversification isn’t enough to stay at our risk target, cash is used to reduce portfolio volatility. Finally, in order to mitigate large losses, ReSolve’s strategies are designed to harness the most robust market factors such as momentum, volatility and correlation to help boost performance and manage downside risk.
Isn’t using leverage incredibly risky?

It might surprise you to learn that we use leverage to reduce risk when compared to investments that similar risk-seeking investors might make without the availability of levered mandates. We believe the most significant risk in a portfolio is concentration risk – that is, relying mostly on one specific asset class to deliver the returns we need, when we need them. The antidote to concentration risk is, of course, diversification. Diversified portfolios derive returns from diverse sources that thrive in different economic environments.

Of course, sometimes our mandates emphasize low-risk assets (like bonds), and sometimes all asset classes are trending higher in a nice, low volatility trajectory that, combined, exhibit a volatility profile that is significantly below what clients signed up for. At times like these, it is smart to introduce a little leverage to bring the portfolio back up to the prescribed target risk and also take maximum advantage of these stable returns. On the other hand, when markets are noisy and wild, it makes sense to reduce exposure to help the portfolio delivers its target risk experience.

This is nothing new, this is a Nobel Prize winning concept.

As such, ReSolve is simply looking to help investors reach their financial goals by succeeding unconventionally rather than failing conventionally. Leverage might seem unconventional and counterintuitive, but it gives you an opportunity to capture excess returns at a lower risks from ‘willing losers’ who are unable – or unwilling – to embrace this type of approach for all the wrong reasons.

What if I don’t agree with the risk mandate you recommend after answering the questionnaire?

Our questionnaire is designed to provide the best possible risk mandate for you. While we would not recommend this, If you disagree with our assessment you can change the recommendation by moving the slider to the desired risk mandate.

Performance Disclosures

Past performance is not indicative of future performance. The performance data above represents the performance composite of the referenced mandate managed by ReSolve Asset Management Inc. Indicated returns of one year or more are annualized. Actual performance for individual client accounts may vary from the rate of return quoted within the documents depending on the timing of the initial investment and subsequent additions and/or withdrawals.