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Is TargetReturn For Me?
| Convergence | FAQs
Gould is
a pioneer with unique experience in target return investing. This
strategy seeks to reliably deliver an identified rate of return,
plus or minus an acceptable variation, on average, over time, and
in a risk-controlled manner.
The “target” for a TargetReturn portfolio
is typically a specified rate of real (inflation-adjusted) return,
e.g., five percent above CPI. Targeting of absolute returns is also
feasible.
Gould applies a disciplined, quantitative strategy, allocating assets
across a globally diversified range of equity and fixed-income asset
classes. Risk management is focused on controlling volatility of
returns, subject to the long-term return objective. In other words,
we take the minimum risk necessary to achieve our long-term target.
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