Market Movement Strategies

FTJ FundChoice’s Market Movement Strategies (MMS) program evolves your investment process, further simplifying and distinguishing your practice. Being client-centered and academically based, this process can help elevate conversations with your clients regarding portfolio structure and drive clarity to risk management.

Our client facing brochure, proposal and investment theme helps clients understand portfolio performance drivers resulting in relationships that survive multiple market cycles.

With scalable technologies and the streamlined custodial capabilities embedded within MMS, we provide efficiency for your business - allowing you to focus on relationships with clients.

Invest with confidence, knowing investment manager selection is available in this new offering, and will remain a core competency as you grow your business. FTJ FundChoice remains committed to the services that have brought you value in the past.

1. Strategic Market Movement

Strategists in this mandate optimize their portfolios utilizing traditional modern portfolio theory, with an expectation that their portfolio returns coincide with the movement of the market.

 

2. Tactical Market Movement

Strategists in this mandate are highly flexible and able to adjust for changing market conditions. Their active approach allows them to increase/decrease their exposure to Market Movement as their research dictates.

3. Market Movement Diversifiers

Strategists in this mandate are employed to disengage from Market Movement and provide new sources of potential return and risk. These tend to exhibit low correlation to the other mandates.

Portfolio Construction and Setting Expectations

Our risk scoring process establishes the need for a multi-mandate approach by determining client sensitivity to cyclical market changes and volatility. Their one account is then allocated across the three mandates based on their clearly agreed upon risk score.

Disclaimer:

FTJ FundChoice is an investment adviser registered with the Securities and Exchange Commission. This material is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Opinions expressed are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. FTJ FundChoice, LLC, however, cannot guarantee the accuracy or completeness of such information, and certain information presented may have been condensed or summarized from its original source.

 

The performance information presented in certain charts and tables represent historical performance data. The Lipper Flexible Portfolio Funds Index is an equal dollar weighted index of the 30 largest mutual funds within the Flexible Portfolio Funds classification. As defined by Lipper, this classification contains funds that allocate investments across various asset classes with a focus on total return. The Lipper Alternative Equity Market Neutral Index is comprised of funds that employ portfolio strategies that seek to generate consistent returns in both up and down markets by selecting positions with a total net market exposure of zero.

 

The S&P 500 Index is a market value weighted index consisting of 500 stocks chosen for market size, liquidity and industry group representation. The S&P 500 Index is unmanaged and does not incur investment management fees.

 

It is not possible to invest directly in an index.

 

Performance information regarding the Tactical Index and the Diversifier Index is provided for informational purposes only regarding the correlation or non-correlation of such strategies to the S&P 500 Index. The holdings of investment strategies available at FTJ FundChoice may vary widely from the holdings constituting the two indices. The information is not to be considered representative of historical or future performance of any investment strategy made available by FTJ FundChoice. In addition, performance results for clients that invest in strategies available at FTJ Fund-Choice may vary from the historical performance of the Tactical Index or Diversifier Index due to market conditions and other factors, including investments cash flow, mutual fund allocations, frequency and precision of rebalancing, tax-management strategies, lower or higher Strategist fees, Administrative Fees and Advisor Fees, varying custodian, brokerage and other administrative fees and/or the timing of fee deductions. As a result of these and potentially other variances, actual performance for client accounts may differ materially from (and may be lower than) that of the Tactical Index and Diversifier Index. As with any investment strategy, there is potential for profit as well as the possibility of loss. FTJ FundChoice does not guarantee any minimum level of investment performance or success of any index portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. Past performance does not guarantee future results.