Beaumont Capital Management (BCM), provider of quantitative, ETF-based investment portfolios, has launched a pair of new strategies on the AssetMark platform.
Since launching in May, the BCM Decathlon Aspect series has attracted substantial interest from financial advisors, making BCM among the fastest growing managers on the platform. The popularity of the strategies on the platform reflects increasing advisor demand for BCM’s defensive-oriented strategies amid an aging bull market.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The two new strategies were created exclusively for the AssetMark platform and are imbued with BCM’s signature risk-conscious approach. Through long-only, ETF-built portfolios the strategies are managed with specific maximum volatility and drawdown targets designed for specific investor risk profiles.
BCM Decathlon Moderate Aspect limits total equity exposure to 70% of the portfolio while also targeting less total volatility and drawdown than the BCM Decathlon Growth Aspect, which is slightly more aggressive.
The BCM Decathlon Aspect series offers diversity and innovation to advisors seeking tactical global market exposure. BCM’s quantitative process employs pattern recognition technology, constructed using more than 15 years of return and volatility data, designed to predict the ETFs that will provide maximum returns over each trading cycle within specific risk targets.
The strategies have a universe of over 100 distinct ETFs that are ranked by proprietary algorithms for return potential and risk objectives. The top ten ranked ETFs, within the specified risk parameters, are selected for the portfolio in equal weights typically every 25 trading days. The objective is to participate in market climbs, while avoiding large losses in times of market failure.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataDavid Haviland, Managing Partner and Portfolio Manager at Beaumont Capital Management said, "It’s a privilege to have launched these new strategies for AssetMark, a platform known for its rigorous selection and due diligence processes. It’s encouraging for us that these strategies are resonating with the advisors using the platform and we plan to deepen this relationship over time."
The new strategies were designed to provide advisors with maximum flexibility in how they are deployed in client portfolios. BCM Decathlon Aspect can be used as a defensive-oriented global allocation, used in conjunction with strategic allocations to U.S. and international equities or fixed income. It can also help to balance a U.S.-heavy growth portfolio, or serve as a tactical option for standalone accounts.
In addition to the Decathlon Aspect series, BCM’s full suite of investment strategies include sector rotation strategies customized for specific asset classes and as part of diversified portfolios. Beaumont’s wealth management practice has been serving private and institutional clients since 1981, with a total AUM of $2.17 billion.
