Carefully selected funds,
Dynamically Managed
The goal of our Alternative Strategies is to generate the highest return for the target level of risk associated with that strategy.
- No asset class constraints other than those needed to stay within risk targets
- May be broadly diversified or more highly concentrated
- Asset allocations adjusted to focus on new or better opportunities
- “Benchmark-free” process: not managed to track benchmarks
Strategy Highlights
Actively managed to focus on asset classes that we expect to have the best future risk-to-return characteristics. These strategies are managed without asset class constraints so their asset allocations may shift from broadly diversified to more highly concentrated.
We seek to achieve our objective through:
- Dynamic asset allocation
- Top-quality mutual fund selection
- Skillful combination of funds
- Ongoing strategy management
Alternative Strategies
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- US Equity
- International Equity
- Real Assets
- Alternatives
- Fixed Income
Short-term Reserve
Investment Objective: The Short-Term Reserve strategy is a diversified short-term fixed-income strategy that seeks to generate return while adhering the downside risk target.
Highlights: The strategy normally invests 100% or more in fixed income, real assets, and alternative strategy mutual funds. It could be used for short-term obligations due within the next year or as an alternative to money markets or short-term bonds. It is not insured and the value of the mutual funds in the strategy will fluctuate over time and, at any point in time, may be more or less than the amount originally invested. Frontier seeks to add value through dynamic asset allocation and mutual fund selection.
Strategy Details
- Downside Risk Target (DRT) 0%
- Downside Success Rate vs DRT 96%
- Benchmark Short-Term Reserve Bench
*See Strategy Detail Notes for more information about the strategy.
- US Equity 0%
- International Equity0%
- Real Assets 0%
- Alternatives 0%
- Fixed Income 100%
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- US Equity
- International Equity
- Real Assets
- Alternatives
- Fixed Income
Absolute Return
Investment Objective: The Absolute Return strategy is an unconstrained global allocation strategy that seeks to maximize expected return for the the downside risk target.
Highlights: Based on the Capital Preservation strategy but can invest in any combination of asset classes (equity, fixed income, real assets, and alternatives) provided that the target downside risk level is not exceeded. It could be used for short-term obligations due within the next 1-3 years, as an alternative to short-term bonds, or for those assets investors do not want or need to be fully exposed to capital market price changes. Frontier seeks to add value through dynamic asset allocation and mutual fund selection.
Strategy Details
- Downside Risk Target (DRT) -2%
- Downside Success Rate vs DRT 94%
- Benchmark Absolute Return Bench
*See Strategy Detail Notes for more information about the strategy.
- US Equity 0%
- International Equity 0%
- Real Assets 0%
- Alternatives 100%
- Fixed Income 0%
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- US Equity
- International Equity
- Real Assets
- Alternatives
- Fixed Income
Absolute Return Plus
Investment Objective: The Absolute Return Plus strategy is an unconstrained global allocation strategy that seeks to maximize expected return for the the downside risk target.
Highlights: Based on the Balanced strategy but can invest in any combination of asset classes (equity, fixed income, real assets, and alternatives) provided that the target downside risk level is not exceeded. It could be used to fill an allocation to alternative assets, obligations due within the next 5-10 years, or investors seeking to grow the value of their assets who also prioritize expected downside risk and consistency of returns. Frontier seeks to add value through dynamic asset allocation and mutual fund selection.
Strategy Details
- Downside Risk Target (DRT) -10%
- Downside Success Rate vs DRT 100%
- Benchmark Abs Return Plus Bench
*See Strategy Detail Notes for more information about the strategy.
- US Equity 0%
- International Equity 0%
- Real Assets 0%
- Alternatives 100%
- Fixed Income 0%
-
- US Equity
- International Equity
- Real Assets
- Alternatives
- Fixed Income
Focused Opportunities
Investment Objective: The Focused Opportunities strategy is an unconstrained global allocation strategy that seeks to maximize expected return for the the downside risk target.
Highlights: Based on the Long-Term Growth strategy but can invest in any combination of asset classes (equity, fixed income, real assets, and alternatives) provided that the target downside risk level is not exceeded. It can hold up to 100% equity exposure but is actively managed to prioritize downside risk and to seek to improve consistency of returns. It could be used to fill an allocation to equity-oriented alternative assets Frontier seeks to add value through dynamic asset allocation and mutual fund selection.
Strategy Details
- Downside Risk Target (DRT) -20%
- Downside Success Rate vs DRT 100%
- Benchmark Focused Opp Bench
*See Strategy Detail Notes for more information about the strategy.
- US Equity 100%
- International Equity 0%
- Real Assets 0%
- Alternatives 0%
- Fixed Income 0%
Alternative Strategies Details*
- Strategy
- Downside Risk Target
- Downside Success Rate
vs Downside Risk Target
- Focused Opportunities
- -20%
- 100%
- Absolute Return Plus
- -10%
- 100%
- Absolute Return
- -2%
- 94%
- Short-Term Reserve
- 0%
- 96%
*See important notes for more information about the strategy details.