Active Management Strategy Delivers Value on 60/40 Investment Strategies
LOS ANGELES, Oct. 17, 2022 /PRNewswire-PRWeb/ -- Aligne Wealth Advisors Investment Management (AWAIM)'s ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite, a globally diversified, macroeconomically oriented portfolio with between 60% and 90% market neutral equity allocations, has outperformed its relative benchmark by between 465 and 626 basis points year-to-date, net of all fees.
"Our active management of asset- and sub-asset exposures during this recent market cycle has contributed substantively to these results. Avoiding intermediate and long duration fixed income and significantly reducing large cap growth leading into 2022 provided a functional hedge against forecasted rapidly rising rates," says Ivan Illan, Founder & CIO at AWAIM. He elaborated that even with their portfolios' high exposures to developed non-U.S. equities and emerging market equities, their decisive positioning in ultra-short-term debt and U.S. value stocks preserved capital more favorably during this paradigm shift in capital markets.
While many 60/40 portfolios may have delivered value during a prolonged bull market, outperforming benchmarks in today's more volatile economic environment requires a more active stance and attention to executing that strategy based on current and projected data.
In a bear market, the concept of a passively managed and static 60/40 portfolio with only periodic rebalancing may not yield the desired results, said Illan. "As the 40-year bull market in fixed income comes to an end, investors must be clear about how businesses and households will be impacted." According to Illan, managers and market forecasters must look at the changing data, come to a conclusion and allocate accordingly in order to deliver value. "Specific forward-looking risks associated with corporate debt refinancing and structural changes in labor markets require special attention and an active management strategy to successfully navigate equity and markets for the balance of 2022 and into 2023."
The ACGM (All Cap, Global Macro) Total Portfolio Solutions Suite comprises four (4) globally diversified, macroeconomically oriented portfolio strategies ranging from 60% to 90% market neutral equity allocations. Portfolios are offered as separately managed accounts to financial advisors, HNW households, and Family Offices through qualified Investment Adviser Representatives of AWAIM®. The ACGM 060 (Low Growth), 070 (Moderate Growth), 080 (High Growth), and 090 (Aggressive Growth) portfolio strategies have all outperformed their benchmarks over their YTD, 1-Year, and 3-Year Periods ending September 30, 2022. The 060 and 070 have done so in the YTD, 1-Year, 3-Year, and 5-Year Periods, net of all fees, including management fees as high as 1.50% for accounts under $500,000.
Full performance details and disclosures are available on individual Portfolio Strategy Fact Sheets at https://www.alignewealth.com/acgm-portfolio-suite.
ABOUT Aligne Wealth Advisors Investment Management (AWAIM®)
Founded in 2012 by Ivan Illan, Founder & Chief Investment Officer, from a practice that was initially launched in 2005, AWAIM launched an independent SEC registered investment adviser on June 9, 2022. Offering the ACGM Total Portfolio Solutions Suite™ to make global macro investing easier for financial advisors, HNW households, and family offices. AUM $131,000,000 as of August 31, 2022.
Please visit http://www.alignewealth.com to learn more about AWAIM's unique approach to portfolio strategy, proprietary research, and other useful resources.
Investment advisory services offered through Aligne Wealth Advisors Investment Management (AWAIM), an SEC registered investment advisor. SEC registration does not imply a certain level of skill or training. For more information, including our firm's ADV Part 2A an 2B, please visit: https://adviserinfo.sec.gov/firm/summary/321735.
Aligne Wealth Advisors Investment Management (AWAIM) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Media Contact
Ivan Illan, Aligne Wealth Advisors Investment Management, 1 310-795-0622 Ext: 101, [email protected]
SOURCE Aligne Wealth Advisors Investment Management
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