Build Asset Management
Bond Innovation & Risk Mitigation for Today’s Investment Landscape
Our Mission:
Building a New Efficient Frontier
We seek to help advisors and investors maximize returns without taking on undue risks.
Our Methodology:
Rules-Based Risk Mitigation
Striving to provide a repeatable experience by combining the benefits of fixed income with advanced options strategies.
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The best asset allocators will solve today’s challenges to diversification and downside protection in new, bold, and creative ways.
– Matt Dines, Co-Founder & CIO, Build Asset Management
News & Insights
Uncertainty Makes Bond Duration Trade a Balancing Act
[UPDATED SEPTEMBER 2022] A few months ago a handful of economists were calling the inflation top, and some investors started betting on rate cuts in 2023. Fixed income investors that wagered on a bond rally were rewarded in July for extending duration in their...
Analyzing Implied Liquidity for a Specific ETF
Two weeks ago we wrote about how the liquidity of an ETF cannot simply be measured in the same way we evaluate a stock’s liquidity, even though they have similar trading characteristics. The interrelated factors driving an ETF’s liquidity are: 1) the flexible supply...
Understanding ETF Liquidity
Since ETFs trade like stocks on an exchange, a common misconception is that the liquidity of an ETF can be assessed similarly to how a stock’s liquidity is evaluated. Using common stock liquidity gauges like average daily volume, shares outstanding, order book depth,...
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Build Asset Management, LLC (a/k/a Build Asset Management and/or GetBuilding.com) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration of an investment adviser does not imply any skill or training. Build Asset Management does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
Build does not guarantee any minimum level of investment performance or the success of any index portfolio, index, mutual fund or investment strategy. Past performance does not guarantee future results. There is a potential for loss in any investment, including loss of principal invested. All investments involve risk, and different types of investments involve varying degrees of risk. Investment recommendations will not always be profitable.
No representation is being made that any client account will or is likely to achieve profit or losses similar to those shown in hypothetical back-tested performance. Impacts of federal and state taxes and trading costs are not included in the results of index portfolio or index returns. Hypothetical back-tested performance information shown in text, charts, tables and graphs is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Unlike actual performance, hypothetical, back-tested or simulated results are achieved by means of the retroactive application of a back-tested model itself designed with the benefit of hindsight. The back-testing of performance differs from actual performance because the allocation rules may be adjusted at any time, for any reason, and can continue to be changed until desired or better performance results are achieved. Back-testing does not reflect actual trading in any account.
Strategy composition information such as strategy allocation, sector weight, and top five holdings is provided as of a specific date and is subject to change. The top five holdings are representative of the model portfolio and actual account holdings may vary due to inflows, outflows, liquidity needs or other requirements of the account. It should not be assumed that an investment in the securities identified in the top 5 holdings was or will be profitable. The holdings identified do not represent all of the securities purchased, sold, or "recommended for our clients." To obtain the contribution calculation methodology and a complete list of every holding’s contribution to the overall portfolio’s performance during the period, please contact info@getbuilding.com.
For more information contact us at (833) 852-8453. General Disclaimers.
