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.
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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.
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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.