The solution will give the independent financial advisors who use the platform new capabilities for tuning portfolios to meet their investors’ needs.
Forward’s strategy will be among those offered within Genworth Wealth Management’s Tactical Unconstrained(SM) asset allocation approach.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
And the new strategy seeks to build an income stream by dynamically allocating assets across four traditional asset classes and eight non-traditional investment strategies, including emerging market corporate debt, global infrastructure and international real estate.
Apart from tapping a diverse set of income sources, the new Forward strategy also makes its asset mix subject to a tightly controlled level of volatility risk.
Forward’s solution will be offered in three versions; moderate, moderate or conservative and moderate or growth, each with a different volatility target.
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 GlobalData
