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Investment OverviewSBI Overlay Portfolios use our proprietary Strategy Based InvestingSM (SBI) methodology to identify successful active managers who are pursuing successful strategies. Our four SBI Portfolios are invested in varying amounts of US equity, international equity, and US fixed income funds. We make no attempt to time equity and fixed income markets and use the investment in US fixed income to create offerings with differing risk profiles.
The portfolio is carefully monitored to ensure that funds continue to meet SBI criteria, with most trading occurring at month end. To the greatest extent possible, we avoid investing in funds with load charges and funds that we cannot easily buy and sell. We do not invest in overlay, Global, mixed asset, and target date funds.
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Investment Process STEP 1
| | | Asset Class Optimization | Money is allocated among US Equity, International Equity, and US Fixed Income asset classes based on historical risk and return relationships. | | STEP 2
| | | Strategy Optimization
| Using AthenaInvest's proprietary algorithm, equity positions are risk, return strategy optimized. | | STEP 3
| | | Diamond RatingSM Screen | We select mutual funds that are designated DR5SM, which signifies the most active successful managers within a strategy. | | STEP 4
| | | Final Fund Selection | Specific DR5 funds selected based on secondary criteria such as AUM, number of securities held, load charges, among others. | |
SBI Portfolios |
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How We Invest
