Donoghue Forlines Inside Riskalyze
If you have Riskalyze, you have the Partner Store. Tap into the Donoghue Forlines suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives.
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Donoghue Forlines Risk Management Strategies
Donoghue Forlines offers a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives.
Our solutions feature rules-based, fundamental, and blended strategies providing flexibility to meet the demands of today’s ever-changing market environment. We believe there is a time to be invested in the market to achieve upside potential and growth. We also believe in de-risking when the market is in a period of decline. “Set it and forget it” investing does not live here. This is particularly important for investors who have less time on their side as they approach retirement or are currently retired. After all, investing is not just about what you make. It is about what you keep.
Donoghue Forlines offers investment strategies through its Global Tactical Fundamental Portfolios and Blended Portfolios product series.
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The Vident Core International Equity IndexTM (Bloomberg Symbol: VIEQX) is a strategy seeking to balance risk across developed and emerging countries and emphasize those with favorable conditions for growth. The Vident Core US Equity IndexTM (Bloomberg Symbol: VCUSX) is a strategy which seeks to apply principles-based reasoning, expressed through innovative risk design to address the risks and opportunities of US equity investing. It is not possible to invest directly in an index. The Vident Core US Bond IndexTM (Bloomberg Symbol: VUBDX) is a strategy which seeks to utilize time-tested principles to improve corporate bond exposures by screening for companies with strong leadership, governance and creditworthiness factors. Yield-to-Maturity is the present value of a bond’s future coupon payments. Yield-to-Worst is the lowest potential yield that can be received on a bond without the issuer actually defaulting. Effective Duration is a duration calculation for bonds that includes embedded options, such as expected cash flows fluctuating as interest rates change. You cannot invest directly in an Index.
Duration is the number of years from the purchase date required to recover the true cost of a bond, this value is a way to compare bonds with different issue and maturity dates, coupon rates and yields to maturity.