Innovative Portfolio Management with the Trademark Flexguard Overlay

What makes Trademark’s target-date solution particularly unique is the Trademark Flexguard Overlay, which is applied to the equity portion of the portfolio and is designed to add an additional dimension of safety. While dynamic, the percentage allocated to this proprietary downside protection strategy increases as an investor approaches their retirement age and throughout their golden years. In other words, even though the strategy is flexible and might not be applied to the fullest extent given market conditions, the pre-determined maximum levels of protection increase as the fund and investor age. This approach provides younger investors, with longer time horizons, greater upside potential and near-retirement or retired investors more downside protection at a time when unexpected losses can be devastating.

In addition to managing equity downside risk through the Trademark Flexguard Overlay strategy, Trademark also actively seeks to protect assets allocated to fixed income by managing duration and sub-asset class allocation.