Protect yourself with DAA

Supposedly uncorrelated assets can end up falling at the same time as each other. One technique offers a different way to protect capital.

Summary: The financial planning industry is dominated by “strategic asset allocation” thinking, which argues that different asset classes are not correlated to each other and constructs portfolios that are diversified across asset classes. But In the GFC, historically uncorrelated assets largely fell at the same time as each other. A number of “dynamic asset allocation” products offer a different approach – selling down assets and moving to cash in times of heightened risk.

Key take-out: Our research shows a portfolio of five DAA products protected capital better than the Morningstar Balanced Index, the industry benchmark for balanced portfolios.



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