All Asset
A family of risk-based models that brings Main's best ideas together in a single solution. The process selects from a wide array of asset classes, pairs Main's strategies with third-party ETFs, and scales the mix across five risk profiles.
How it's built
Each model pairs Main's strategies, held through their ETFs, with third-party ETFs. The risk profile sets the proportions, and the process that sets the mix has two steps.
Equity
- Active Sector Rotation
- International
- Thematic Innovation
- Third-party equity ETFs
Blend
- BuyWrite
Sits between equity and fixed income, and is counted as a blend of the two.
Fixed income
- Third-party fixed income
Alternatives
Included in some models, where appropriate.
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Set the split between equity, fixed income and alternatives
The first decision is the allocation across the three buckets, based on the current market outlook and macroeconomic factors.
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Choose the exposures within each bucket
- Equity
- U.S. and international exposure; sector, size and style; country and region
- Fixed income
- Credit and duration
- Alternatives
- The relative level of exposure
Five risk profiles
The advisor selects the profile that fits the client. Each profile uses the same building blocks in different proportions.
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Conservative
May be appropriate for clients with less tolerance for volatility.
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Balanced
May be appropriate for clients with some tolerance for volatility.
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Growth
May be appropriate for clients with elevated tolerance for volatility.
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Dynamic
While the benchmark is 70 / 30, the model can be flexibly positioned based on changing market environments.
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Aggressive
May be appropriate for clients with significant tolerance for volatility.
Bars show each profile's target risk benchmark, a mix of the MSCI ACWI Index and the Bloomberg US Aggregate Bond Index. They are not the models' holdings.
Where it fits
All Asset is designed for advisors who want one model family across conservative through aggressive mandates.
Availability
All Asset is available as a model on TAMP and advisory platforms. Main provides the model's trade signals to the platform, and trading discretion rests with the platform. Strategy availability and platform features are subject to platform rules and change.
See platform availability- A complete portfolio in each model, across equities, fixed income and, in some models, alternatives
- Consistent risk profiles to match client suitability across the book
- Main's actively managed strategies, held through their ETFs
- Less time spent building and maintaining models
Talk with us about All Asset
Walk through the five risk profiles, how the models are built, or how All Asset could fit your practice.