SOURCE: Fund Architects

Fund Architects

September 18, 2013 11:19 ET

White Paper From Fund Architects Looks at Expanded Efficient Frontier

"Asset Allocation With a Global Mandate" Builds Case for Investments Beyond U.S. Borders

HEATH, TX--(Marketwired - Sep 18, 2013) -  Fund Architects LLC, a provider of dynamic asset allocation portfolios designed for a broad range of investors, has released a white paper based on the firm's research into global asset allocation.

The paper -- "Asset Allocation with a Global Mandate: Intelligently Expanding the Efficient Frontier" -- thoughtfully describes the risks and rewards of including non-U.S. securities in an asset allocation portfolio.

The paper's primary author, Fund Architect's Co-CIO J.C. Waller, says the report is designed to help both financial advisors and their clients understand the rewards readily available to them from a global investment strategy.

"It's easy to show how dramatically the global opportunity set that resides outside of the U.S. has increased over time," says Waller. "Investors can, and should, benefit from the growth occurring in foreign countries."

Fund Architects' research shows that while the reasons for investing in international markets are many, the key benefits for a global approach right now include:

  • Attractive historical valuations,
  • Lower correlation and diversification benefits,
  • Economic growth, and
  • Demographic trends.

The paper also speaks to key considerations in the current global marketplace and ways investors can implement a global asset allocation strategy.

"In today's environment, there are many reasons investors and advisors should be allocating assets using a global framework," says Waller. "The evidence indicates that including foreign securities with domestic securities in a global portfolio not only reduces risk, it can enhance returns."

To receive a copy of "Asset Allocation with a Global Mandate," call Fund Architects at 866-539-4186, or e-mail keith.reed@fundarchitects.com.

The Fund Architects' lineup of actively-managed products includes global macro and strategic global diversification strategies. The firm recently introduced a Market Rotation strategy designed to achieve superior returns by investing in global indexes in upward-trending markets.

About Fund Architects LLC
Fund Architects is a discretionary, fee-based money management firm providing professional asset allocation models and management to financial advisory firms. Headquartered in Texas, the firm has arrangements with Broker/Dealers, Insurance Companies, Qualified Plan Providers, and Registered Investment Advisors around the country. Fund Architects' proprietary asset allocation models, all constructed from a broad universe of managers using a fundamental and quantitative analysis, are available through Separate Accounts, Retirement Management Services, and Private Money Management. For more information, visit www.fundarchitects.com.

FAPR-0913

Contact Information

  • Contact:
    Keith Reed
    Fund Architects LLC
    866.539.4186
    Email Contact