All-in-One Portfolios

Columbus Macro Global Multi-Asset is a flexible, go-anywhere strategy that utilizes a disciplined process to increase or decrease exposure in response to changing market risk environments.  It is designed to complement a long-term, diversified, strategic core portfolio.  Since our Global Multi-Asset seeks to adapt to both up and down markets, it can also be used as a risk management overlay for financial intermediaries who construct portfolios using their own asset allocation approach.

The strategy relies on shorter-term proprietary sentiment and momentum indicators to gauge asset class trend and determine when it is appropriate to broadly emphasize offense (pursue opportunities) or defense (provide protection).   In either environment, the Global Multi-Asset can employ a more granular implementation of themes at the sector, industry, or country level than broader core allocations.  Generally 5-7 positions are opportunistically held at any point in time with an emphasis on being nearly fully exposed to equities when our tactical model is bullish and defensive when conditions favor a “risk-off" environment.

Columbus Macro Dynamic Global Portfolios are professionally managed total portfolio solutions that combine a globally-diversified strategic core with targeted use of tactical satellite strategies. In our opinion, active asset allocation offers investors the best of both worlds by seeking to enhance long-term strategic allocations through disciplined adjustments. Our systematic investment process considers the ongoing influence of key macro factors on asset class returns, volatilities, and correlations. These influences span multiple time frames.

Unlike static, fixed allocation mix strategies,our diversified strategic core weights are adjusted based on changes in fundamental valuation for each asset class (longer-term) and the state of the economy/corporate profits (intermediate term). Core rebalancing decisions consider the materiality of changes versus trading and tax considerations. A satellite portfolio is also used to gauge investor sentiment (shorter term) and determine when it is appropriate to broadly emphasize offense (pursue opportunities) or defense (provide protection). This component enables more granular implementation of themes at the sector, industry, or country levels. Active satellite allocations are designed to complement long-term strategic core positions and seek to enhance risk management capabilities during down-trending markets.

Dynamic Global Portfolios cover five risk objectives ranging from conservative to aggressive with each profile also available in a format for tax-aware investors. Traditional and alternative asset classes are used. Since correlation between asset classes often increases during crises, we also engage in robust stress-testing, formulating extreme downside risk targets for each client objective. Portfolio construction is accomplished via tax- and cost-efficient exchange traded funds (ETFs) along with rigorously screened mutual funds that are used to gain specialized portfolio exposures. Once implemented, overall core and satellite asset class holdings, as well as their interactions, are actively monitored to ensure portfolios remain consistent with clients' risk and return preferences.

Columbus Macro Strategic Global Portfolios are professionally-managed total portfolio solutions. We construct a globally-diversified strategic core portfolio comprised of traditional and alternative asset classes. Strategic Core Portfolios are designed to realize the compounding and tax efficiency benefits of diversified, global core holdings built for long-term market cycles. 

Our systematic investment process considers the ongoing influence of key macro factors on asset class returns, volatilities, and correlations.  These influences span multiple time frames.  Unlike static, fixed allocation mix strategies, our diversified strategic core weights are adjusted based on changes in fundamental valuation for each asset class (longer-term) and the state of the economy/corporate profits (intermediate-term).  Rebalancing decisions consider the materiality of changes versus trading and tax considerations.

Strategic Global Portfolios cover five risk objectives ranging from conservative to aggressive. Advisors and clients can choose their preferred asset allocation vehicle with both ETF-only and mutual fund-only versions available for use.  Once implemented, core asset class holdings, as well as their interactions, are actively monitored to ensure portfolios remain consistent with clients' risk and return preferences.

There is no guarantee that any strategy will be successful in reaching its objectives, please consult disclosures for additional Information.