Solution introduction
Risk managed global equity and absolute return strategies with a focus on capital preservation
KKM Portfolio Management solutions provide investors with liquid, risk managed exposure to global equity markets. They are available in a separately managed account format with daily liquidity and full transparency
Distinct offerings:
- The Essential 40®
- KKM Sector Rotation Model powered by Nasdaq Dorsey Wright
- KKM Tactical Rotation Model powered by Nasdaq Dorsey Wright
- KKM International Rotation Model powered by Nasdaq Dorsey Wright
- KKM Fixed Income Model powered by Nasdaq Dorsey Wright
- KKM Global Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright
- KKM Global ex-US Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright
- KKM Developed ex-US Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright
All strategies utilize highly liquid common stocks and ETFs, with no leverage
The Essential 40® stock portfolio is a strategy that seeks to track The Essential 40 Stock Index, (Ticker: ESS40PR). The index represents what is essential to the economy and the American way of life today. The Essential 40 Stock Index is constructed with a quantitative as well as qualitative approach based upon which companies are irreplaceable and are also essential to the U.S. economy. The Essential 40 Index of today is what the DJIA represented over a 100 years ago.
Additional KKM Asset Allocations: available on Envestnet, TD Ameritrade iRebal/Model Market Center & Schwab Managed Account Platform:
ETF risk-based models (Conservative, moderate, growth, and aggressive growth)
- A core multi-asset total return strategy implemented only with ETFs.
- Globally diversified allocation with exposure to a broad array of assets.
- Portfolios offered across the risk spectrum to suit a range of objectives.
