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Bond Innovation Collective Investment Trust
We applied our risk mitigation methodology to retirement-focused funds, seeking to offer investors a spectrum of solutions that match dynamic risk tolerances with their wealth preservation, and long-term capital appreciation goals.
- 90% – 100% Fixed Income and Cash
- Investment Grade Fixed Income
- 6 years Max Avg. Fixed Income Duration
- Long-only options to enhance return profile
- Conservative investor objective
A Methodology Designed for the Modern Era
Many current portfolio construction techniques are outdated, failing the investor because they improperly address risks and do not account for today’s market environment. We seek to address these challenges by creating more repeatable outcomes to help investors achieve their financial goals. Build’s retirement solutions are built from aspects of structured solutions, passive equity indexed investing, and active fixed income management, guided by algorithmic rebalancing.
Sequence of Return Risk
Withdrawals from an investor’s account during bear markets are more costly than during bull markets. They do more damage to the investor’s overall return.
Life expectancy is increasing and the potential of an investor outliving their retirement savings needs to be accounted for.