Simplified Access to Sophisticated Risk Management
In markets that are falling, utilizing strategies that attempt to provide low correlation to markets can be an important component of a diversified portfolio.
Founded in 1994, Toews Asset Management’s mission is to help investors realize their goals while addressing the economic and psychological challenges they face. Its suite of strategies provides investors sophisticated, risk-managed access to a broad range of asset classes to attempt to offset the effects of severe market declines.
Toews offers equity strategies designed to provide low correlation with traditional long-only equity management styles, providing varying levels of bull and bear market correlation, adjusting the overall portfolio’s upside and downside capture to meet investor needs.
The equity investment process is both tactical and discretionary. An algorithm is employed to determine buys or sells, responding to price movements of specific indices and attempting to exit exposure of particular asset classes during the preliminary phase of declines. When long, the portfolio has almost 100% equity exposure. There may be other periods in which the portfolio has zero equity exposure. Risk is managed by exiting exposure to various asset classes within the Toews family of mutual funds that make up the portfolio. In addition, an intermittent put option strategy and an aggregate bond strategy are employed to attempt to limit losses in the portfolio.
Toews also manages fixed-income strategies that are designed for investors seeking increased yields while mitigating bond market risks. This provides financial advisors with a means to maintain bond allocations, achieve yield, and may reduce overall portfolio volatility during both rising and falling interest rate environments.
If you would like to deploy these strategies, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.
The representations and opinions herein are the opinions and views of Toews Asset Management and are not the opinions or views of EQIS. The information is believed to be reliable but is not guaranteed by EQIS. EQIS and Toews Asset Management are not affiliated. This is not an offer to buy or sell securities.
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