Simplify Your Climb.

BCM’s Dynamic Target Asset Allocation portfolios are risk managed core portfolios engineered for both long-term growth and large loss avoidance. These low-cost portfolio models are constructed using a combination of tactical and strategic allocations and are tailored to a range of growth objectives and risk profiles. Key features include:

  • Long-standing experience: The base target allocations used by BCM have been active since 1981.
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  • Rules-based: These models make the buy and sell decisions for you using investment rules and quantitative research, taking the emotions out of the investment process.
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  • Downside protection: The tactical equity and fixed income allocations have the ability to raise cash if certain sectors or components of the market are determined to be undesirable or in significant decline.
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  • Growth: The strategic allocations are static and will remain invested to help achieve overall portfolio objectives.
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  • Cost and time efficient: With some of the lowest fees in the market, these simple, cost-effective models are designed to streamline your process and free up resources to prospect and service clients.

Each core investment portfolio is designed to provide growth while seeking significant downside protection. 

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Target Allocation Portfolios with Real Defense

BCM’s philosophy, which is at the core of all BCM strategies, is centered on the premise that growth is always important, but avoiding large market downturns is critical. That’s why BCM’s Target Allocation portfolios don’t just stop at helping streamline your business efforts, they are engineered to play defense and help protect assets in severe market downturns.

Do you have clients that could benefit from these dynamic models? Find the Target Allocation portfolio that best suits their different needs and risk tolerance.

BCM Dynamic 95%/5% Target Allocation
This portfolio seeks significant capital appreciation by investing 95% in equity ETFs with 5% in fixed income ETFs. A portion of the strategy is invested in a tactical process with the ability to go to cash in an equity bear market. The remaining portion of the portfolio is strategically allocated between global large-, mid-, and small-cap equity and broad fixed income.
BCM Dynamic 85%/15% Target Allocation
This portfolio seeks to achieve capital appreciation by investing 85% in equity ETFs and 15% in fixed income ETFs. A portion of the strategy is invested in a tactical process in both equity and fixed income with the ability to go to cash in an equity or bond bear market. The remaining portion of the portfolio is strategically allocated between global large-, mid-, and small-cap equity and broad fixed income.
BCM Dynamic 70%/30% Target Allocation
This portfolio seeks to achieve capital appreciation by investing 70% in equity ETFs and 30% in fixed income ETFs. A portion of the strategy is invested in a tactical process with the ability to go to cash in an equity or bond bear market. Another portion invests in a tactical, fundamentally driven fixed income allocation. The remaining portion of the portfolio is strategically allocated between global large-, mid-, and small-cap equity and broad fixed income.
BCM Dynamic 60%/40% Target Allocation
This portfolio seeks to achieve capital appreciation by investing 60% in equity ETFs and 40% in fixed income ETFs. A portion of the strategy is invested in a tactical process with the ability to go to cash in an equity or bond bear market. Another portion invests in a tactical, fundamentally driven fixed income allocation. The remaining portion of the portfolio is strategically allocated between global large-, mid-, and small-cap equity and broad fixed income.
BCM Dynamic 50%/50% Target Allocation
This portfolio seeks to achieve capital appreciation by investing 50% in equity ETFs and 50% in fixed income ETFs.  A portion of the strategy is invested in a tactical process with the ability to go to cash in an equity or bond bear market. Another portion invests in a tactical, fundamentally driven fixed income allocation. The remaining portion of the portfolio is strategically allocated between global large-, mid-, and small-cap equity and broad fixed income.

Click here to gain access to strategy materials or learn more on our GIPS® verified performance.

BCM’s Approach

Through the use of strategic and tactical allocations for both equity and fixed income, passive and active management, we strive to provide the best of both worlds – participation and preservation.

Strategic + Tactical = Dynamic

Dynamic = Participation + Preservation

 

Want to find out more about how dynamic management can enhance client outcomes?

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Auto Belay:

An automatic belay device that minimizes the need for a human belayer, taking up the slack as the climber ascends and safely controlling the descent if a climber should fall.

BCM Dynamic Target Allocation Portfolios:

Risk managed core portfolios that make the buy and sell decisions for you, seeking to provide long term growth and avoid large market declines.