TAG's ETF Portfolios
have set a new standard for investment management service. TAG ended the debate between passive indexing
versus active management
by combining the best of both: active management
of passive indexes
, an optimum blend of science and cost.
INVESTMENT STYLE HISTORY
The founders of Tactical Allocation Group, LLC ("TAG") began their Proactive Investment Management
style for fixed income investments in 1988. Changing interest rate, credit and economic environments can materially affect the "principal value" of fixed income securities. A traditional fixed income buy and hold strategy fails to capture the capital gain opportunities (or minimize the capital losses) over and above the interest income. TAG's "total return" approach sought to capture the value added from fixed income principal changes.
Today, TAG applies their proactive investment management process across more than 30 asset classes globally in their portfolios
. TAG's portfolios are built exclusively with asset class specific, exchange-traded products to capture the full impact of our tactical allocation decisions.
- Asset allocation is the primary driver of investment returns
- Price and value often diverge, creating opportunity
- Investment opportunities exist globally
- Risk management is key to successful long term investing
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