Unwavering in
Our Process

Other firms talk about managing downside risk but with no specificity. We’re willing to throw a nearly 20-year actual performance record during two downturns into the ring. We’ve been doing things that no other firm has yet to emulate.

Our experience tells us that most portfolios are carrying too much risk, and while this is a hard message to hear, it’s even harder to experience. Here’s the story about why our strategies perform.

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Our Process

A Story Told
In Four Steps

Our process has remained largely unchanged in nearly 19 years. Certainly, we’ve added new technologies to our expertise, but our groundbreaking methods—acknowledged by industry experts—remain the same.

Downside First Focus

1

Downside First Focus

First, the idea of risk management, loss management, and measuring and managing for downside is the very first thing we do and the basis for all of our strategies. Our “Downside First Focus” investment approach is the product of over 25 years of research and real-world asset management experience. We manage portfolios for the highest expected return within a given limit to downside risk.

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Asset Allocation

2

Forward Looking Process

Second, we believe it is more important to focus on where the market is going rather than where it has been. While many investment firms focus on historical returns to determine what would have provided maximum returns in the past, we look forward to invest in asset classes that, when combined, we believe will have the most favorable future long-term return for the risk characteristics.

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Manager Watch

3

Manager Match

Third, we select our mutual fund managers through our proprietary Manager Match process, which identifies managers of select mutual funds that are most likely to achieve consistent relative outperformance. This way we know we have soldiers who are battle-tested. We review our managers’ performance each month to determine if they stay or go. When researching and selecting managers and funds, we always ask the question: “Is this fund a good investment for our clients?”

 

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Dynamic Management

4

Dynamic Management

Finally, we add value by constantly adjusting and rerunning the process again every 30 days while managing many of these aspects throughout the month, as well. Many firms set it and forget it, but we go back at it. We know that dynamic management means measuring, monitoring and adjusting, and we do it continually to reset our thinking.

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An Eye on Capital Markets
Unusual Times

In this commentary, Frontier Principal Geremy van Arkel, CFA®, observes that while increasing asset prices and economic progress coinciding with low interest rates and low inflation has been a boon for investors for some time, there are some stranger things occurring that have left many investors scratching their heads. Click the link to read his perspective.