For clients who already own American A and F-1 shares and are looking for active management, CLS offers the option for professional management in a diversified, risk-budgeted framework.
Allows investors looking for active management to keep their existing investments but add CLS professional management in order to take advantage of our disciplined, yet flexible risk budgeting investment management approach.
With this strategy, 70 percent of the account is allocated to American Funds F-1 shares according to the investor’s risk budget. The remainder of the account is placed into CLS’s proprietary protection fund, which seeks to reduce market exposure in certain declining market conditions.
American Funds F-1 shares are used for approximately 70 percent of the allocation and the remainder of the portfolio is allocated among CLS’s proprietary funds according to the client’s individual risk budget.