The Fusion universe contains traditional asset classes and passive indexes that provide long only, leveraged, and inverse exposure to different asset classes including (but not limited to) bond, gold, currencies, domestic and emerging equity.
Draws on a universe of over 45 strategies, asset classes, and suitability-based portfolio profiles created by Flexible Plan and its third-party sub-advisors
Three factors determine strategy weights and
Strategies are compared based on their relative performance over multiple time windows.
Strategies are compared based on their relative risk over multiple time windows
Strategies are evaluated based on how well they work together as a team to deliver consistent results across market conditions
INVESTOR SUITABILITY PROFILE
Portfolios are created to match investor risk preferences from conservative to aggressive.