CORE / SATELLITE PORTFOLIO DESIGN METHODOLOGIES U.S. PATENT NO. 8,341,060 B2

Posted Posted in Financial, Products

Decision Technologies Corporation Trustee Empowerment & Protection, Inc. March 30, 2020 Report Abstract Our patented Core / Satellite strategy was designed to help fine tune overall portfolio risk exposure / volatility – optimizing the portfolio’s risk/return profile.This report provides summary description of the strategy together with the rationales and techniques needed to implement it. Introduction / Overview During the 2008 / 2009 Crash we observed that an extraordinarily high number of active managers (far more than usual) had underperformed benchmark indexes in their respective asset classes.  As downside volatility surged, the volatility of active managers (the holdings of nearly all […]