White Papers

An equity strategy that protects investors from high volatilities should have a good chance of providing improved returns with a lower level of risk. However, the level of risk in equities is not constant over time and this variability complicates the construction of investment portfolios.

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Structured Strategies by CataMetrics give investors access to cost-efficient investment strategies that aim to reflect the exposures of the Global Market Portfolio and higher-risk portfolios along the investment envelope. Structured Strategies are low-cost because the investment portfolios are constructed with ETFs that provide some of

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Adaptive Strategies provide investors with investment portfolios which aim to outperform benchmarks along the capital market line. The investment portfolios are designed for investors who do not employ leverage and are constructed with Exchange Traded Funds (ETFs). The strategies are adaptive because the construction of the

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