OUR MANAGEMENT STYLE
The foundation of StraightLine's investment management style is thorough
research and our proprietary ActiveAllocation™ process.
ActiveAllocation™
ActiveAllocation™ combines traditionally accepted allocation techniques
consistent with Modern Portfolio Theory and a forward-looking analysis of prevailing
economic and geopolitical conditions. Our team then uses an exhaustive screening
process that combines returns-based and holdings-based style analysis to select
the most suitable investment options.
Comprehensive Analysis
StraightLine begins the mutual fund selection process by analyzing key data
points supplied through a returns-based style analysis (RBSA) program. While
we feel this tool possesses great analytical capabilities, we combine newer
institutional analytical tools with RBSA to provide a more comprehensive
analysis.
Blended Analysis
While this has always been our approach, only recently has a blend of RBSA
and holdings-based style analysis (HBSA) been heralded as "the best
strategy for advisers with sufficient resources" (Bloomberg). We feel
that conclusions based on a single approach or tied to a particular school
of thought (either RBSA or HBSA) provide a less-than-complete perspective.
Constant Analysis
Portfolios managed by StraightLine are adjusted to ensure they remain as close
as possible to our target. Changes to portfolios should not be considered "market
timing", but rather proactive adjustments to the asset classes comprising
the strategic allocation. StraightLine will also adjust portfolios if necessary
when a client provides updated information about their individual circumstances
or retirement goals.
If you would like more specific information on how we utilize this
research please feel free to contact our Research Department at 866.401.5238. |
