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VENTURE MANDATE
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AGGRESSIVE MANDATE
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GROWTH MANDATE
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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 June 30th, 2020
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 June 30th, 2020
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 June 30th, 2020
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.
How are ReSolve’s manadate risk profiles any different from traditional portfolios?
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.