HOW does Ferrell CONCERT “Stay in Tune With the Markets?”
We start with a list of individual security positions we wish to consider:
- A recognized benchmark of ETFs representing countries, funds for industry sectors or individual equities
- Securities may include multiple asset classes
- Client preferences may be used to define the portfolio
Ferrell CONCERT anticipates that conditions will change over time:
- Monitors behavior daily
- When risks are high and correlated, CONCERT reduces or eliminates exposures.
- When risks are low and well diversified, CONCERT reallocates exposure.
Ferrell CONCERT optimizes risk-adjusted return opportunities:
- Allocates exposures to the individual security positions most helpful to the overall portfolio performance
- Adjusts as performance dictates - daily