855.994.2326
ETF Portfolio Specialists Return to previous page

Rotation Strategies


The Rotation Strategies seek to augment a core exposure to fixed income with dynamic exposure to specific equity markets as the prospective risk-relative return for those markets are expected to exceed that available from fixed income. The decision to allocate to specific equity markets is based on the Investment Committee’s review of the firm’s proprietary framework.

Country

The strategy considers investment among more than 40 country equity markets, including more than 20 emerging markets, based on the Investment Committee’s determination of the prospective risk-relative reward scenario, versus fixed income, for each. When not invested in a particular country equity market, funds are invested in a portfolio of fixed income and other asset classes for which the Investment Committee maintains a more favorable risk-reward outlook.

Sector

The strategy considers investment among 11 U.S. sector equity markets based on the Investment Committee’s determination of the prospective risk-relative reward scenario, versus fixed income, for each. When not invested in a particular sector equity market, funds are invested in a portfolio of fixed income and other asset classes for which the Investment Committee maintains a more favorable risk-reward outlook.

 

MENU