A risk management overlay – a low volatility approach to investing
- An embedded hedging strategy that has typically only been available to insurance companies, hedge funds, institutional and high net worth clients.
- The hedging strategy is designed to provide downside protection in bear markets while taking advantage of opportunities in bull markets.
- The hedging strategy uses exchange-traded derivatives to reduce the volatility of the equity portion of the fund, which allows the fund to maintain significant equity exposure. This approach is dynamic, yet systematic, and adapts to changing market conditions.
- Fiera Capital Corporation employs these investment strategies to manage risk and optimize market exposure as a sub-advisor to the fund.