The future is uncertain and investment strategies that are intentionally designed to sit stagnantly while the markets change are incredibly irresponsible ‘solutions’ for investors. We believe in adaptation – the ability for strategies to ‘learn’ from the environment to predictably protect and grow investor capital. Our flagship Dynamic Asset Allocation strategies do just this – dynamically weighting towards asset classes that are strong, while avoiding those that are weak.
Index Creation – Quantitative research is what guides the strategy development at BSAM. From this research indices are created to facilitate ongoing evaluation and monitoring of numerous important factors. Essentially, our indices allow us to track our ideas and provide real world feedback on our research – in real-time.
Strategy Creation – In some cases where we feel exceptionally confident about the robustness of the indices we’ve developed we build an investable managed strategy. These strategies are offered to institutions and through advisors to their private clients.
Dynamic Asset Allocation Indices (DAA)
The DAA indices and related managed portfolio have been developed to accomplish three goals listed in order of priority:
- Minimize Drawdowns – protect and preserve capital
- Minimize Volatility – provide a smooth ride
- Long-Term Outperformance – generate return over market cycles