The Emerald Allocation Strategies (EAS) hedges investments as an alternative to hedge funds, and is now offered on the FOLIOfn Institutional platform, a self-clearing trading platform with technology services for broker/dealer representatives and independent advisers, according to a press release.
The new offering from Emerald is aimed at financial advisers who wish to outsource all or a portion of their back-office, administrative, reporting, and investment needs, according to the release. Emerald said the launch is part of a broader effort to introduce its investment program to advisers and broker/dealers.
EAS consists of three distinct portfolios, constructed using combination of top-down, bottom-up, fundamental, quantitative, and technical analysis to compose the desired mix of funds for each portfolio, the company says. Emerald said the three portfolios are:
- Hybrid: The Hybrid strategy’s objective is to achieve real, absolute returns (i.e. positive net of taxes and inflation) over any three-year period, regardless of market conditions. Hybrid investment styles exhibit low volatility and low correlation to the broad markets.
- Concentrated Equity: This strategy seeks to generate true alpha (excess return verse the stock market benchmarks) through a diversified mix of concentrated equity mutual fund styles that each pursue long-term growth of capital using a very limited number of underlying holdings (typically 30 or less).
- Global Cycle: The Global Cycle strategy is a long-term approach to capital growth involving the research and identification of global investment themes that are in the midst of a long, positive business cycle.
More information is available at www.EmeraldAssetAdvisors.com.