Income Distribution/Drawdown
Income Distribution
Seeks to provide target yield of 3.75% – 4.00% while sustaining principal over time.
Absolute Return
Seeks a positive return over a full market cycle, with typically less volatility than stocks.
Multi-Strategy Alternative
Intended to provide diversification and lower correlation to traditional investment strategies, seeking a return between stocks and bonds, with half the volatility of stocks.
Global Macro
Intended to provide an alternate source of return with lower correlation to traditional investment strategies, using a more focused mix of alternative investment segments.
Risk-Managed Core Strategies
Defensive
Seeks to balance capital preservation and long-term growth with low-moderate volatility.
Balanced
Seeks to grow invested capital over the long term with a moderate level of volatility.
Growth
Seeks to provide long-term capital appreciation with a moderate-high level of volatility.
Opportunistic Growth
Seeks to maximize capital appreciation through significant equity exposure.
Focused Growth
Seeks to maximize capital appreciation through significant equity exposure.
