Investment Objective

At TGM, we are driven by doing the things that matter, to the Trustees, to the Fund and to its Members, and after over 20 years of tailoring investment solutions for our clients we believe that the most important decision of any Trustee is setting the benchmark position or target allocation of the Fund.  This can either be a longer-term Strategic Asset Allocation (SAA) or shorter-term Dynamic Asset Allocation (DAA).

To provide the best outcome for the Fund and its Members, it is equally important to ensure that the integrity of the SAA or DAA decision is preserved by maintaining allocations in accordance with the SAA or DAA weights. TGM’s tailored rebalancing overlay provides a disciplined, efficient and low cost means to manage the risk of a misalignment between a Fund’s underlying allocations and its SAA or DAA position and, at the same time, capture a rebalancing premium for the Fund.

Investment Strategy Benefits

  • Provides Trustees strong fiduciary protection.
  • Tailored to achieve a disciplined, efficient and low cost means to manage risk, including proxy and threshold analysis to determine the optimal rebalancing protocols.
  • Captures a rebalancing premium for the fund.
  • Ongoing management of positions, settlements and cash levels.
  • Daily risk and mandate compliance monitoring.
  • Best execution.

For further information on how a Rebalancing Overlay may benefit your fund please contact us here at TGM.

Disclaimer

This Website is for information purposes only and is not intended to be relied upon as a forecast, research or investment advice. The information on this Website does not constitute a recommendation, offer or solicitation to buy or sell any product or service or to adopt any investment strategy, nor shall any such product or service be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Although this material is based upon information that TGM considers reliable and endeavours to keep current, TGM does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this Website may change as subsequent conditions vary. Decisions based on information contained on this Website are the sole responsibility of the visitor. In exchange for using this Website, the visitor agrees to indemnify and hold TGM, its officers, directors, employees, affiliates, agents, licensors and suppliers harmless against any and all claims, losses, liability, costs and expenses arising from your use of this Website, from your violation of these Terms or from any decisions that the visitor makes based on such information.

The investments and strategies discussed in the Website may not be suitable for all investors and are not obligations of TGM or its affiliates or guaranteed by TGM or its affiliates. TGM makes no representations that the contents are appropriate for use in all locations, or that the products or services discussed on this site are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. By making available information on the Website, TGM does not represent that any investment vehicle is available or suitable for any particular user. All persons and entities accessing the Web Site do so on their own initiative and are responsible for compliance with applicable local laws and regulations.

All investments involve risk and may lose value. The value of your investment can go down depending upon market conditions.  All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that products or services will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any kind of investing they choose to do.

Past performance whether actual or simulated performance is not necessarily indicative of future results. Unless specifically noted otherwise, all return examples provided on our website and publications are based on simulated results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because simulated performance and past performance are not necessarily indicative of future results.