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The Astor Beta 100 (AB100) is an index that allocates between equity and fixed income based on economic fundamentals. The goal is to have a heavier allocation to stocks during periods of economic expansion, while reducing risk and limiting exposure to stocks during periods of economic weakness. The index seeks to capture positive returns for investors as equity prices are rising, while limiting losses during significant equity market drawdowns.
As this is a broad asset allocation tool, the positions are split between the broadest indexes: the S&P Total Market Index which gives investors the entire stock market; and the Bloomberg Barclays Aggregate index which provides exposure to the entire investment grade fixed income world. This is efficiently implemented in the iShares S&P 1500 Index Fund (ITOT) and the iShares Barclays Aggregate Bond Fund (AGG).
RISK TOLERANCES: Investors have different tolerances towards risk. Typically, investors that are in retirement are willing to give up return potential for a focus on capital preservation. This type of investor would be identified as more ‘conservative.’ Investors that are still in the ‘wealth accumulation’ phase of their lives are typically more concerned with growth. This type of investor would be categorized more towards the ‘aggressive’ risk tolerance.
HOW IT WORKS: Based on Astor’s analysis of various economic data points, Astor will provide investors with suggested allocations to ITOT and AGG. More specifically, Astor evaluates key leading economic indicators, such as employment and output, to determine the current health of the U.S. economy. It is up to the investors and/or financial professional to determine if the suggested allocations are suitable and to implement the trades. See below for the types of allocations that would have been
suggested for different risk tolerances throughout various market cycles.
Based in Chicago, Astor Investment Management provides advisory services across various product channels including managed accounts, mutual funds, and model delivery arrangements. Our investment philosophy is based upon the belief that diligent analysis of economic data can provide valuable signals for longer-term financial market allocations. Astor’s mission is to make investment decisions based on the health of the U.S. economy in an effort to capture meaningful gains during equity bull markets and avoid or significantly reduce losses during equity bear markets.