GP BALANCED RISK CONTROL
An innovative and unique absolute return portfolio in ETFs
Characterized by a flexible balanced portfolio in ETFs, the product line is based on a dynamic asset allocation approach characterized by a smooth and timely rebalancing onto the asset classes that are most consistent with each market situation. The strategy proactively allocates to defensive, medium risk and aggressive asset classes based on market conditions to ensure timely exposure to market changes, maintaining in particular a focus on capital appreciation. The product line is mainly intended for investors with a medium risk profile and with a medium-term investment horizon. The Model Portfolio solution is implemented and managed by Cassa Lombarda using asset allocation insights developed by State Street Global Advisors’ multi asset team. The solution benefits from a sophisticated risk control mechanism driven by State Street Global Advisors’ innovative Market Regime Indicator (MRI) which provides insight on market sentiment.
It should be noted that how these insights are implemented and managed, and therefore the investment outcome GP Balanced Risk Control Portfolio, is at the discretion of and wholly the responsibility of Cassa Lombarda.
GP Balanced Risk Control Portfolio is offered by Cassa Lombarda. State Street’s research data which is utilised by Cassa Lombarda in building the GP Balanced Risk Control Portfolio is based upon certain internal assumptions and State Street Global Advisors’ has not considered the suitability of the content of its research and data against individual needs and risk tolerances for all investors. As such, State Street Global Advisors’ research data is for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. State Street Global Advisors’ research data has not been prepared in accordance with the legal requirement designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of the research data provided to Cassa Lombarda and, as such, is considered to be a marketing communication to Cassa Lombarda. State Street Global Advisors is not affiliated with Cassa Lombarda. State Street Global Advisors makes no representations or warranties regarding the advisability of investing in any product, portfolio or service offered by Cassa Lombarda or any of its affiliates. State Street Global Advisors has no obligation or liability in connection with the operation, marketing, trading or sale of any product, portfolio or service offered by Cassa Lombarda or any of its affiliates nor does State Street Global Advisors have any obligation or liability to any client or customer of Cassa Lombarda.