[rev_slider slidertitle=”IM Process” alias=”im-process”]

Ready to Elevate Your Practice?

Contact Dynamic Today

[ultimate_heading main_heading=”Global” main_heading_font_size=”desktop:20px;”][/ultimate_heading]

We are global investors. We believe diversification across domestic and international markets offers opportunities for enhanced growth and risk reduction.

[ultimate_heading main_heading=”Diversified” main_heading_font_size=”desktop:20px;”][/ultimate_heading]

We are diversified among various asset classes and sub-asset classes that tend to be less correlated with each other to support risk-adjusted returns in various market environments.

[ultimate_heading main_heading=”Balanced” main_heading_font_size=”desktop:20px;”][/ultimate_heading]

We are balanced with our allocations and generally believe that a mix of stock, bond and alternative investments may be appropriate at all stages on an investment cycle.

Dynamic’s Portfolio Construction Process

[ultimate_exp_section title=”1. ASSET CLASS SELECTION” new_title=”1. ASSET CLASS SELECTION” text_color=”#ffffff” background_color=”#1163af” text_hovercolor=”#ffffff” bghovercolor=”#1163af” title_active=”#ffffff” title_active_bg=”#1163af” cnt_bg_color=”#ffffff” icon=”Defaults-plus” new_icon=”Defaults-minus” icon_align=”right” icon_size=”16″ icon_color=”#ffffff” icon_hover_color=”#ffffff” icon_active_color=”#ffffff” icon_style=”advanced” icon_color_bg=”#1163af” icon_color_hoverbg=”#1163af” icon_active_color_bg=”#1163af” title_font_size=”16″ heading_style=”font-weight:bold;” data-icnbg=”#1163af”]

At a minimum, we include asset classes that allow us to make core allocation decisions, including:

Allocation Consideration

Trade-Off

Global (include U.S)

Domestic vs. International

International (doesn’t include U.S.)

Developed vs. Emerging

Style

Growth vs. Value

Size

Large vs. Small-cap

Alternatives

High Exposure vs. Low Exposure

Hedges

High Hedging vs. Low Hedging

Bond Quality

High Quality vs. Low Quality

Bond Maturity

High Duration vs. Low Duration

[/ultimate_exp_section][ultimate_exp_section title=”2. ASSET ALLOCATION OPTIMIZATION” new_title=”2. ASSET ALLOCATION OPTIMIZATION” text_color=”#ffffff” background_color=”#f59524″ text_hovercolor=”#ffffff” bghovercolor=”#f59524″ title_active=”#ffffff” title_active_bg=”#f59524″ cnt_bg_color=”#ffffff” icon=”Defaults-plus” new_icon=”Defaults-minus” icon_align=”right” icon_size=”16″ icon_color=”#ffffff” icon_hover_color=”#ffffff” icon_active_color=”#ffffff” icon_style=”advanced” icon_color_bg=”#f59524″ icon_color_hoverbg=”#f59524″ icon_active_color_bg=”#f59524″ title_font_size=”16″ heading_style=”font-weight:bold;” data-icnbg=”#1163af”]

Our three-step approach determines the optimal percentage to allocate to each investment:

  1. Assign expected risk and return characteristics to asset classes/investments utilized.
  2. Determine the mixes of assets that provide the greatest expected return for a given amount of risk, often referred to as the “efficient frontier.”
  3. Select portfolio along the efficient frontier to provide optimal desired risk and return based on client situation.
[/ultimate_exp_section][ultimate_exp_section title=”3. SECURITY SELECTION” new_title=”3. SECURITY SELECTION” text_color=”#ffffff” background_color=”#79b141″ text_hovercolor=”#ffffff” bghovercolor=”#79b141″ title_active=”#ffffff” title_active_bg=”#79b141″ cnt_bg_color=”#ffffff” icon=”Defaults-plus” new_icon=”Defaults-minus” icon_align=”right” icon_size=”16″ icon_color=”#ffffff” icon_hover_color=”#ffffff” icon_active_color=”#ffffff” icon_style=”advanced” icon_color_bg=”#79b141″ icon_color_hoverbg=”#79b141″ icon_active_color_bg=”#79b141″ title_font_size=”16″ heading_style=”font-weight:bold;” data-icnbg=”#1163af”]

Open architecture: We utilize non-proprietary investments within our allocations which we believe provides several key benefits, including:

  • Helps diversify portfolio risk through issuer diversification.
  • Provides the ability to better control expenses and potential to boost returns.
  • Eliminates conflicts of interest and risk of bias.

Screening: We screen for Best of Breed investment selection to represent each asset class:

  • Exposure
  • Process
  • Risk Consistency
  • Performance
  • Cost

Due Diligence: Our thorough due diligence process includes both fund manager and investment reviews to determine:

Manager Review:
Is the firm built to last?

  1. Infrastructure
  2. Processes
  3. Security

Investment Review:
Is the fund built to last?

  1. Investment Process
  2. Key Personnel
  3. Cost and Efficiency

Ongoing Monitoring: Our ongoing monitoring includes regularly scheduled reviews to ensure expectations are met and there are no major changes:

  1. Qualitative Reviews: On an annual basis, Dynamic conducts due diligence conference calls with fund investment teams to identify potential changes in four key areas: cost, investment process, key investment or leadership personnel, or firm structure.
  2. Quantitative Reviews: On a quarterly basis, Dynamic runs all funds through a proprietary scorecard focused on evaluating cost, consistency of process and historic performance.
[/ultimate_exp_section]

Portfolio Implementation and Monitoring

[ultimate_heading main_heading=”Contact Dynamic for Your Free Consultation” main_heading_font_size=”desktop:35px;”][/ultimate_heading]

Schedule a demo today to find out more and meet the team!

    Name *

    Email *

    Phone

    What problem are you looking to solve for your practice?

    We treat inquiries with complete confidentiality.


    [utm_source_cf7 utm_source_cf7-12][utm_medium_cf7 utm_medium_cf7-158][utm_term_cf7 utm_term_cf7-51][utm_content_cf7 utm_content_cf7-268][utm_campaign_cf7 utm_campaign_cf7-393]