Dynamic Investment Solutions

The strategy considers investment among 11 U.S. sector equity markets based on the Investment Committee’s determination of the prospective risk-relative reward scenario, versus fixed income, for each. When not invested in a particular sector equity market, funds are invested in a portfolio of fixed income and other asset classes for which the Investment Committee maintains a more favorable risk-reward outlook.

The strategy considers investment among more than 40 country equity markets, including more than 20 emerging markets, based on the Investment Committee’s determination of the prospective risk-relative reward scenario, versus fixed income, for each. When not invested in a particular country equity market, funds are invested in a portfolio of fixed income and other asset classes for which the Investment Committee maintains a more favorable risk-reward outlook.

Fixed Income strategy seeks to generate above average yield with strict risk controls by consistently investing in those fixed income sectors that have strong risk-adjusted performance potential and eligible exchange traded fund representation.

The Dynamic Global Diversified (DGD), or The Global All Asset (GAA), strategies provide exposure across six major assets classes: equity, fixed income sovereign, fixed income credit, commodities, foreign exchange, and real estate. Widening the scope of potential investments provides the opportunity to spread risk across different asset classes and geographies. The Innealta quantitative framework analyzes the variables relevant to each sector and sub-sector within a given asset class, and provides the Investment Committee insight on the various inter-asset relationships, intra-asset relationships, and the reward to risk profile.