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Managed Risk

“Advisors should consider using new tools to manage correlation extremes to improve diversification in client accounts and portfolios.”

Diversification isn’t to blame for portfolio breakdowns: Don’t just blame bonds, it’s faulty modeling. Much has been made of how the traditional 60/40 portfolio has failed. But what is interesting is the contortions the industry has made to blame the lack of diversification performance on the need for greater asset class diversity, active manager failure,…

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EAB Investment Group’s Managed Risk Domestic Equity Fund Designated Five Stars by Morningstar

Three year Morningstar rating as of February 29, 2020. Based on risk-adjusted returns. Category: Options-based of 114 funds. During global uncertainty managing asset allocation and downside risk with a defensive approach seeks to create value for investors PHILADEPHIA, PA, March 18, 2020 – EAB Investment Group, a SEC Registered Investment Advisor providing a series of…

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Defensive Equity as a fixed income replacement

Provided by EAB Investment Group, LLC Written by: Arnim Holzer and William Visconto, Portfolio Managers of James Alpha Managed Risk Domestic Equity Fund (JDIEX) Defensive Equity as a fixed income replacement Abstract: Much attention has been paid of late to the building of diversified portfolios to smooth out performance through the reduction of meaningful drawdown.…

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