Dynamic Alpha Products

Julex offers six main model products: Dynamic Focus, Dynamic Income, Dynamic Factor, Dynamic Emerging Market, Dynamic Real Asset and Dynamic Diversified.  Financial advisors, RIAs, individuals, and institutional clients will typically choose one of the six portfolio strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.

Clients of Julex have a choice of 6 different product strategies as follows:

• The Dynamic Focus strategy is a multi asset class strategy that seeks to achieve better returns than equity markets with lower volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging market securities, and real estate.  It is a focused strategy that will include only those macro asset classes that are best determined to outperform in that risk environment.
• The Dynamic Income strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in income-producing asset classes including dividend-paying equities, real estate, high yield bonds, emerging market bonds, and U.S. Treasury bonds.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
• The Dynamic Factor strategy is a strategy that seeks to achieve better returns than the S&P 500 Index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the S&P industry sectors, style classifications, and bond investments.  It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
• The Dynamic Emerging Market strategy is an emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market index with lower volatility and lower peak-to-trough drawdowns.  The strategy rotates between the countries, regions and styles in the emerging markets and bonds.  It is a flexible strategy that will include allocations that can be either focused or diversified depending upon the risk environment.
• The Dynamic Real Asset strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Treasury Inflation Protection Securities Index with comparable volatility and peak-to-trough drawdowns. The multi asset class strategy can include ETF, ETN, or index fund investments in real asset classes including material and energy equities, real estates, MLPs, commodities, gold and U.S. Treasury Inflation Protection bonds. It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment. The strategy can be used by investors who want to have their assets outlast inflation.
• The Dynamic Diversified strategy is an alternative investment strategy that seeks to achieve better returns than HFR Weighted Hedge Fund Index with lower peak-to-trough drawdowns.  The strategy invests equally in Julex Dynamic Focus, Dynamic Factor, Dynamic Emerging Market and Dynamic Income strategies.  It has low correlations with traditional asset classes.

Dynamic Solution Products

Julex also offers a suite of global asset allocation solutions designed to provide targeted levels of risk and returns.  For these products we allocate appropriate combinations of the four major Julex products plus other asset class ETFs, ETNs, or index funds into mixes supporting Dynamic Defensive, Dynamic Conservative, Dynamic Moderate, or Dynamic Aggressive “all-in-one” investment solutions.

• The Dynamic Defensive strategy may be appropriate for investors with a very low tolerance for risk.
• The Dynamic Conservative strategy may be appropriate for investors with a low tolerance for risk.
• The Dynamic Moderate strategy may be appropriate for investors with a time horizon greater than five years and who have a moderate tolerance for risk.
• The Dynamic Aggressive strategy may be appropriate for investors who have a 10 to 15 year time horizon, a large tolerance for risk and an ability to withstand a permanent loss of capital.

Advisory Services

We also offer advisory services to investment advisors, institutions and individuals:

• Model Licensing,
• Customized Portfolios,
• Dynamic Asset Allocation Process Design,
• Investment Strategy Recommendation,
• Risk Management and Advisory,
• Marketing Supports.