Q3 2021: Past Accepted, Surprises Expected

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When markets are constantly rising, it is common for investors to become complacent. But the stark trend shifts of this quarter underscore the error of using the rear-view mirror to chart a course forward. It takes a balanced, unbiased, quantitative process to manage portfolio risk in these market environments, while maintaining a positive, forward-looking investment goal.

Autumn volatility may have been a rude awakening for investors lacking a process. Our quantitative RiskFirst® approach allowed us to maintain exposure. These are the times investors tend to recognize the importance of having a defined strategy to manage portfolio risk.

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