CapGroup is Adaptive
The investment market has come to be defined by extreme volatility and increasing complexity – issues that create challenges for investors who are faced with making critical decisions in the fundamental areas of asset allocation and manager selection.
Adaptive Risk Management (ARM) is our process for creating and implementing customized investment portfolios with the potential for greater returns and lower risk over time. ARM is designed to be a robust and flexible investment framework that features the use of a broader investment product opportunity set and more clearly defined investment goals – including time horizons and return requirements. The overall goal is to manage investment risk and optimize the consistency of performance over market cycles by:
1. Increasing levels of diversification with non-traditional investments;
2. Minimizing exposures to overvalued asset classes at market inflection points; and
3. Generating excess returns with synergistic manager structures.
Adaptive Risk Management is one example of our adaptive firm culture. Other examples can be found in our strategic partnerships with industry leaders in the areas of research, fiduciary excellence and independent investment management best practices. Click on the links to the right to learn more about how these partnerships enhance our adaptive capabilities.