Columbia Active Risk Allocation Portfolios are global, multi-manager, risk-allocated portfolios that meaningfully adapt exposure to asset classes in traditional, non-traditional and alternative strategies. The portfolios adhere to a rules-based market-state classification process, adjusting risk exposure as market environments change to pursue consistent returns in all markets. We believe our approach to risk allocation can lessen the magnitude of market-related losses when markets are down and capitalize on opportunities when market conditions are favorable.
- Risk allocated for consistency. By allocating risk across global markets, rather than simply allocating capital, the portfolios may help investors achieve their goals more consistently.
- Active and passive implementation. Diverse investment options allocate across global asset classes through both ETFs and mutual funds.
- Global multi-asset diversification. The strategy invests in a broad array of global asset classes including equity fixed income, inflation-hedging assets and alternative investments, enhancing diversification and potentially mitigating the effects of market volatility.
- Adaptive approach. Incorporating both tactical and dynamic repositioning can meaningfully adapt and change the diversification mix when market conditions change.
Choosing a portfolio that meets your clients' investment needs
JOSHUA KUTIN, CFA, Senior Portfolio Manager
21 years experience
ALEXANDER WILKINSON, CFA, CAIA
13 years experience