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Introducing the WBI Bull | Bear Trend Switch SMAsWBI Investments, Inc. is excited to announce the addition of 5 new separately managed account strategies. "The WBI Bull | Bear Trend Switch series will give investors broad market exposure with WBI's hallmark risk-management," said Don Schreiber, Jr., CEO and CIO of WBI. For nearly 30 years, WBI has utilized sophisticated trend models to optimize risk and return for domestic stock and fixed income exposures. These stock and bond models have been integrated into WBI's management system to provide bull or bear trend indications that tighten or loosen the firm's risk management system. "Over the past few years, the firm's portfolio management team has worked to improve the veracity of each model's signal in an effort to improve performance and allow us to offer industry leading trend following products," said Matt Schreiber, President of WBI. "WBI has used fundamental, macro-economic, and technical trend models to optimize risk and return for stocks and bond for more almost three decades."
WBI Bull | Bear Trend Switch SMAs vs. Comparable Benchmarks
Equity Model Design The model is designed to combine macro-economic factors and technical market trends into one model to produce a "risk on" or "risk off" indication. Proprietary confidence scores analyze factor model data and technical trends to improve signal quality and performance outcomes. As factor and technical data improves or degrades, the confidence scores will influence "bull" or "bear" indications across each factor model. A combined confidence score determines whether the model is "risk on" or "risk off" signal. Bond Model Design The bond model considers interest rates, price momentum, yield, currency, and equity earnings to determine the optimal duration and credit quality for fixed income holdings. After analyzing these factors, the model pinpoints the most effective duration (short, intermediate, or long) and the best credit opportunities (US Treasuries, corporate, or high yield). As factor and technical data improves or degrades, the confidence scores will influence credit quality and duration signals for the model. Proprietary confidence scores analyze factor model data and technical trends to improve signal quality and performance outcomes.
The WBI Bull | Bear Trend Switch SMAs are built upon more than 30 years of quantitative modeling experience to give investors simple solutions to optimizing bull and bear market cycles. At WBI, our mission is to manage risk by preserving capital to help improve an investment portfolio's compounding efficiency. The WBI Bull | Bear Trend Switch SMA (News - Alert) series offers a time-tested approach to combine low-cost indexing and risk management to help clients invest more successfully rather than trying buy and hold through the market's roller coaster of gains and losses. About WBI For over three decades, WBI's goal has been to help investors stay comfortably invested by aiming to reduce risk to capital. Our value-driven investment process and risk-managed SMA and ETF strategies can help investors navigate both bull and bear markets. Stay Connected: Follow WBI on Twitter, LinkedIn and Instagram. Listen to Bull | Bear Radio on Apple Podcast or Google Podcast. Past performance does not guarantee future results. Any investment involves risk including the loss of principal. For important disclosure information, please click here. View source version on businesswire.com: https://www.businesswire.com/news/home/20190116005161/en/ |
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