Multi-Asset Solutions

Dynamic asset allocation strategies optimizing risk-adjusted returns across global markets

6 Asset Classes

+12.8% Annual Return

1.14 Sharpe Ratio

Multi-Asset Strategies

Tailored multi-asset solutions designed for different risk profiles and investment objectives

Balanced Growth

Moderate Risk

+12.4%

5-Year Return

60/30/10

Equity/Bond/Alt

Dynamic asset allocation targeting long-term growth with moderate volatility through systematic rebalancing.

Asset Classes:

Global Equities

Fixed Income

Alternatives

Cash

Conservative Income

Low Risk

+8.7%

5-Year Return

30/55/15

Equity/Bond/Alt

Income-focused strategy emphasizing capital preservation with defensive positioning and yield generation.

Asset Classes:

High-Grade Bonds

Dividend Equities

REITs

Cash

Dynamic Allocation

High Risk

+16.9%

5-Year Return

Variable

Equity/Bond/Alt

Tactical asset allocation strategy adapting to market cycles with systematic momentum and mean reversion signals.

Asset Classes:

Global Markets

Commodities

Currencies

Volatility

Current Asset Allocation

Strategic allocation across asset classes with tactical adjustments based on market conditions

Global Equities

45%

Target: 40-50%

Return: +14.2%

Volatility: 16.8%

Fixed Income

25%

Target: 20-30%

Return: +5.6%

Volatility: 4.2%

Real Estate

12%

Target: 10-15%

Return: +11.8%

Volatility: 12.4%

Commodities

Target: 5-10%

Return: +9.3%

Volatility: 18.6%

Alternatives

Target: 5-10%

Return: +13.7%

Volatility: 8.9%

Cash

Target: 0-5%

Return: +5.2%

Volatility: 0.1%

Portfolio Analytics

Expected Return11.4%

Expected Volatility10.8%

Correlation to S&P 5000.72

VaR (95%, 1-month)-3.2%

Performance vs Benchmark

Consistent outperformance with lower volatility across multiple time horizons

Annual Return

Animus+12.8%

Benchmark+9.4%

5-Year

Volatility

Animus11.2%

Benchmark14.7%

5-Year

Sharpe Ratio

Animus1.14

Benchmark0.64

5-Year

Max Drawdown

Animus-8.3%

Benchmark-12.8%

Since Inception

Dynamic Rebalancing Framework

Systematic approach to portfolio rebalancing based on multiple market signals and risk metrics

Allocation Drift

Threshold:±5%

Review:Monthly Review

Volatility Regime

Threshold:2σ Change

Review:Daily Monitor

Momentum Signal

Threshold:Z-Score >1.5

Review:Weekly Assessment

Valuation Metrics

Threshold:Extreme Percentiles

Review:Quarterly Review

Rebalancing Events (2024)

+1.8%

Alpha from Rebalancing

0.12%

Average Transaction Cost

Multi-Asset Solutions

Multi-Asset Strategies

Balanced Growth

Asset Classes:

Conservative Income

Asset Classes:

Dynamic Allocation

Asset Classes:

Current Asset Allocation

Global Equities

Fixed Income

Real Estate

Commodities

Alternatives

Cash

Portfolio Analytics

Performance vs Benchmark

Annual Return

Volatility

Sharpe Ratio

Max Drawdown

Dynamic Rebalancing Framework

Allocation Drift

Volatility Regime

Momentum Signal

Valuation Metrics

Select Your Region