The Dispatch

EQIS UMA Models Reallocations

In line with our commitment to seeking optimal investment outcomes, we implemented strategic adjustments to our EQIS UMA model portfolios that reflect current market conditions and anticipated trends. These changes are designed to better position our investments for growth and stability.

We shifted our equity strategy by decreasing dividend-focused equity and increased value equity. This reallocation is motivated by the performance trends where value stocks have shown resilience and are better priced to offer potential upside in the current economic environment.

We reduced exposure to the real estate sector, which has experienced volatility amid concerns over interest rate hikes and its impact on financing costs. In fixed income, we consolidated the number of managers to focus on those with proven track records of navigating through varying market cycles. Concurrently, we increased allocation to foreign fixed income to diversify our exposure and tap into potentially higher yields offered in developed and emerging markets internationally, which may benefit from differing economic cycles compared to domestic markets.

In some of our models, we integrated a pure growth equity manager alongside our value equity strategy. This balanced approach positions us to capture growth opportunities in rapidly expanding sectors and industries without overly concentrating in any single area of the market. The addition of a growth-oriented manager aims to complement our value focus, enabling our portfolios to benefit from both market stability and potential high-growth scenarios.

These adjustments are crafted with a forward-looking perspective, aiming to capitalize on current market conditions while safeguarding against potential volatility. We believe these strategic moves will enhance our portfolio performance, aligning with our goals of achieving superior risk-adjusted returns for our clients.