BCM U.S. Sector Rotation
This 100% U.S. equity strategy invests in the sectors of S&P 500® Index, and uses cash to get out of the way. The strategy can go to 100% cash if conditions warrant.
BCM Paradigm Tactical Factor Selection
Smart Beta Pursuing Alpha™. Smart beta by itself still exposes investors to broad market risks. Applying a quantitative, rules-based process to smart bata (factor) ETFs can seek alpha, but still get out of the way in severe down markets by using cash.
This strategy is fundamentally managed, primarily investing in high quality, U.S. bond ETFs. However, if opportunities present themselves that have appropriate risk/reward scenarios, the strategy can also invest in global bond ETFs, high yield and equity income ETFs. The strategy can also move to a money market to get out of the way of a bond bear market.
BCM Global Sector Rotation
This 100% global equity strategy invests in the sectors of the S&P Global 1200 Index, and uses cash to get out of the way. The strategy can go to 100% cash if conditions warrant.
BCM Diversified Equity
Investing 100% in global equity, the strategy has a target allocation of 70% U.S. core equity, 15% international equity and 15% global macro equity. Each allocation can go to 100% cash.
Having an overall target allocation of 80% Equity/20% Fixed Income, this strategy invests in U.S. core equity, international equity, global macro equity and high quality fixed income. Each allocation can got to 100% cash.
BCM Moderate Growth
Having an overall target allocation of 65% Equity/35% Fixed Income, this strategy invests in U.S. core equity, international equity, global macro equity and high quality fixed income. Each allocation can got to 100% cash.
BCM Decathlon Strategies
The BCM Decathlon Strategies use pattern recognition technology to identify patterns in the historical price and volatility data of each ETF in it’s universe. The universe is carefully managed and includes ETFs representing virtually every asset class. The strategies will typically invest in what it determines to be the best opportunities within the managed universe of ETFs while still adhering to specific maximum volatility and maximum drawdown targets for each strategy within the series.
BCM Olympian Dynamic Equity
This strategy is strategic in asset allocation (100% equity) but tactical in the implementation of the investment decision making process. Using a purely quantitative process, the strategy seeks to predict desirable patterns in it’s universe of equity ETFs, and invest in those presenting the best opportunities.