Low Vol Funds

  • Targets reduced volatility based on past performance; no guarantee that past drives future volatility or performance
  • Protection from downturns is unpredictable and unquantifiable

Exceed Solutions

  • Targets a defined outcome based on actual performance; not reliant on assumptions about past volatility or performance
  • Set level of protection that is quantifiable in advance

Long Short Hedge Funds

  • High fee solution consisting of both management and performance fees
  • Actively managed solution introducing both benefit and risk of ongoing decision making
  • Protection from downturns is unpredictable and unquantifiable

Exceed Solutions

  • Usable within low fee vehicles such as SMAs, mutual funds, and ETFs
  • Rules-based solution driven primarily by performance of a reference index or security (e.g., S&P)
  • Set level of protection that is quantifiable in advance
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