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BTS MULTI-STRATEGY PORTFOLIOS

Goal

The Multi-Strategy Portfolios offer four levels of risk:

  • Conservative
  • Moderate
  • Growth
  • Aggressive Growth

The BTS Multi-Strategy Portfolios seek to enhance returns, reduce volatility, diversify investment strategies and manage risk effectively.

Investment Strategy

Multi-Strategy combines two of BTS' popular investment approaches to take advantage of today's quickly changing market environment.

Approach

  • Strategic Asset Allocation involves quarterly portfolio rebalancing and reallocation with the goal of achieving long-term risk and return objectives.
  • Tactical Asset Allocation is an active management strategy that shifts assets in order to try and take advantage of strong market trends. BTS employs this strategy in the two sections of the Multi-Strategy Portfolios that were developed with the goal of minimizing risk and maximizing returns in a portfolio—Select Bond Asset Allocation and Select Seasonality/ Bond Asset Allocation.