Strategies and Testing
We combine historical data and forward- looking economic assumptions in order to test our asset allocation strategies. This is followed by overlaying research and opinions from third-party asset allocation consultants, current academic research, analysis of current economic developments in the capital markets and review of institutional cash flows and asset allocation trends.
At FCM, we focus on establishing a clear and complete understanding of your personal needs, goals and objectives. We also work with you to determine the relative level of risk appropriate to meet those objectives.
We create an asset allocation mix based on your target return objectives that allow us the potential of achieving your goals while utilizing a lower risk posture. Asset allocation is a critical component of investment performance, combined with highly sophisticated portfolio optimization technology and a skilled portfolio construction process.