DOWNSHIFT IS AN ETF-BASED, HEDGED EQUITY STRATEGY SEEKING TO DELIVER EQUITY-LIKE RETURNS OVER FULL MARKET CYCLES BY FIRST FOCUSING ON MINIMIZING PORTFOLIO DRAWDOWNS, WHILE ALSO REMAINING INVESTED IN EQUITY MARKETS AT ALL TIMES FOR UPSIDE PARTICIPATION.
Downshift was designed to deliver:
Effective protection during negative markets
Upside participation in positive markets
Transparent and liquid holdings
An easy to understand alternative strategy
Lower-costing than most traditional hedged equity strategies
Active + passive = the necessary playbook for advisors and the clients they serve to effectively manage risks in today's market
STAY ON TRACK WHILE DOWNSHIFTING RISK.
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