MULTI-ASSET CLASS PORTFOLIOS

IRON Mutual Fund Portfolios

Investment Approach

The Model Portfolio provides solutions across asset classes, geographies and investment strategies. The goal of the Portfolio is to formulate an asset allocation that has the potential to generate superior risk-adjusted returns for a given level of risk over a longer investment horizon. The Portfolio is created in three different steps.

  1. The investment asset classes are identified to consider for inclusion in the Portfolio. The asset classes considered include both the domestic and international assets as well as alternative investments.
  2. The long-term capital market expectations and asset class correlations are developed using historical data and established analytical models. Subsequently, these longer-term market expectations are adjusted based on current market conditions and IRON’s views on each of the asset classes.
  3. IRON uses a portfolio optimizer to determine the most appropriate asset allocation. IRON periodically conducts asset allocation reviews; it might choose to include new asset classes, exclude or replace some of the existing asset classes or change the asset mix to maintain its overall investment objectives.

Investment Process

IRON has developed a proprietary investment process designed to select underlying investments for the Model Portfolio that provide competitive long-term returns for a given level of risk. The three main components of the investment process are investment selection, investment monitoring and investment replacement. The goal of this selection process is to maintain a high quality array of fund alternatives which adhere to established style benchmarks while avoiding an environment of excessive addition or deletion of funds based on short-term performance criteria. Because of the dynamic nature of the investment environment, IRON will practice a regular and disciplined ongoing monitoring process for the underlying investments. The selected funds for each asset class are monitored on a periodic basis to ensure that the underlying investments stay in the top quartile of the IRON Composite.

ASSET CLASS EXPOSURE

Selected Portfolio Allocation | Asset Class Exposure
Schematic Representation of the Risk Profile and Asset Mix

The allocations and other information shown above are as of 9/30/2017 and may change at any time. Further, all data shown above was obtained from sources deemed to be reliable, but no guarantee is made as to the accuracy of any such information.

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LITERATURE

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MANAGEMENT TEAM

 - AARON IZENSTARK

AARON IZENSTARK

CO-FOUNDER, CIO
MANAGING DIRECTOR

 - JOE FANARO

JOE FANARO

PORTFOLIO MANAGEMENT AND TRADING

 - DR. RAMESH POOLA, PH.D., CFA

DR. RAMESH POOLA, PH.D., CFA

MANAGING DIRECTOR OF INVESTMENT AND QUANTITATIVE RESEARCH

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