Tactical Asset Allocation Service

FUND SPONSORS MUST CHOOSE BETWEEN LETTING THEIR ASSET MIX CHANGE AS MARKET RETURNS VARY AND MAKING EXPLICIT REBALANCING DECISIONS. DeMarche's Tactical Asset Allocation Service provides clients with a systematic tool for making such decisions. DeMarche introduced this service in 1975 and it has a proven track record.

DeMarche has long offered a tactical asset allocation service to help its clients make rebalancing decisions and establish risk controls both on a portfolio basis and between individual investment styles within their portfolio. This service combines several aspects of the capital market research that DeMarche has propagated for more than 30 years. A central part of this research is a phase analysis of the market cycle, which aids in determining the investments and investment styles that offer the best (and worst) potential given the current state of the market. The DeMarche proprietary factor model is also used to define and rate different styles, groups and individual securities, which gives a more robust perspective for making investment decisions.

DeMarche offers three levels of this Tactical Asset Allocation service, which vary in frequency and level of detail. All three levels include a written report delivered quarterly (for the basic service) or monthly (for the enhanced service). This service also includes frequent market outlook updates conducted via conference calls and Web conferencing.