Adaptive US Equity Index Strategies

Our systematic index strategies are adaptive, internally hedged and convex. They can offer more upside, less downside or less correlation to equities than conventional strategies, and better risk adjusted returns than the S&P 500. Optimize Advisors investable strategies are powered by Tradelegs’ advanced Artificial Intelligence and Optimization technology

US Equity Index Strategies Performance At-a-Glance (Net of fees)

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Absolute Return

Objective:

Generate stable returns in all market conditions by trading monthly options baskets. Tradelegs AI Optimization and Deep Learning are leveraged to adapt to volatility conditions and opportunistically apply low carry or tactical hedges

Outperformance

Objective:

Outperform the S&P 500 during bullish business cycles without taking additional risk during bearish business cycles. Utilizes Tradelegs AI Optimization and Deep Learning

Balanced Opportunity

Objective:

Opportunistically balance between yield capture and market exposure. Utilizes Tradelegs AI Optimization and Deep Learning

Optimize Blended Fund 1

Objective:

Deliver consistent alpha through business cycles with lower drawdowns and volatility than the S&P 500. Merges the asymmetric returns during bull periods from our S&P 500 Outperformance strategy with the consistent profits of our dynamically hedged lower volatility Absolute Return strategy

Disclaimers

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