We develop our solutions in terms of macro-sensitive factor exposures, and find low-cost implementation strategies.

A long-term investment solution depends on the characteristics of the investor and the nature of the problem being solved. We design investment solutions by accounting for investment horizon and the impact of non-traded assets. Accounting for non-traded assets means that we can include as assets natural resource exposures and/or wage income. Accounting for investment horizon means that we can assess the level of factor exposure that is appropriate for specific investor classes. Our solutions are expressed in terms of factor exposures, rebalancing rules and efficient implementation vehicles.

Optimal Factor Implementation with Selected ETFs

(The graph shows an illustrative time series of ETF weights based on Navega Strategies models. The graph does not show a backtest of actual Navega Strategies portfolio performance.)

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