Indexed Risk Control:

Bond Innovation & Risk Mitigation For The Modern Era 

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Are you still using traditional bond allocations to diversify and manage risk? It might be time to pass the baton to the next generation of strategies. Market conditions have evolved, prompting innovative advisors to change how they manage their clients’ risk. Build offers a novel approach to portfolio construction and risk mitigation that challenges the traditional use of fixed income in a zero-rate environment. We seek to do better in the worst market conditions, yet still offer the opportunity to see upside in the long term. Our rules-based quantitative framework and innovative investment process employ the time-proven risk management benefits of fixed income while overlaying long-only call options to participate in the upside of the equities market.

Fixed Income Core + Options Overlay

Indexed Risk Control™ is a new asset class combining the downside risk mitigation of fixed income with the upside potential of long-only call options linked to large cap US equities. The methodology is designed to protect portfolios from sharp downturns with benefits as the market recovers. Addressing the consequences of today’s bond market conditions, our risk management framework is intended to be used as an alternative to traditional fixed income or an overall risk mitigation solution.

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Simple bond math suggests that absent a significant change in policy, there is not much left for fixed income markets to provide.
– Matt Dines, Co-Founder & CIO, Build Asset Management 

A Smoother Ride 

During the market’s fastest drawdown on record, Build’s flagship Conservative strategy – which consists of over 90% fixed income - had a max drawdown of only 6.24%, while many other conservative strategies experienced a drawdown of 15% or more.*

Resources

The Giving Tree Has Little Left To Offer

The Giving Tree Has Little Left To Offer

Decades of economic policy have whittled bonds down to just a stump, offering no fruit or shade to investors. It’s time to shift your bond strategy as we approach the twilight of the 40-year fixed income bull market.

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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.