Our proprietary Investment Programs are designed to meet the challenges faced by investors. Moreover, they are offered in an investor-friendly Separately Managed Account (SMA) structure. The Programs aim to achieve better risk-adjusted returns relative to benchmarks.
JKG Diversified: The Program invests in ETFs and provides exposure to Equities, Bonds, Commodities, and Alternative Investments. It is a diversified, all-weather investment approach designed to perform well during varying market environments.
Our proprietary strategies diversify investor portfolios while focusing on objectives such as growth or income. These are long-term securities investments in specific areas, made to meet portfolio challenges:
- Factor: Seeks to achieve superior risk-adjusted returns by targeting specific factors of returns.
- Income: Seeks income from diversified investment-grade bonds.
- Commodities: Provides long-only exposure to select commodity markets.
- Alternatives: Provides diversification through allocations to select alternative investment managers.
Modern portfolio theory is a framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. Its key insight is that an asset’s risk and return should not be assessed by itself but by how it contributes to a portfolio’s overall risk and return.¹ The efficient frontier is a concept in modern portfolio theory. It refers to investment portfolios that occupy the ‘efficient’ parts of the risk-return spectrum.² JKG seeks to provide custom, efficient investment portfolios to its clients.