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Curian Capital adds two investment strategies


Curian Capital, a registered investment adviser that provides a fee-based wealth management platform to financial professionals, has expanded its Custom Style Portfolios with the addition of the Curian Dynamic Risk Advantage Strategy and the Curian Enhanced Real Return Strategy.

The new strategies provide advisers and their clients with a broader range of investment options to help them address changing market and economic conditions.

The Dynamic Risk Advantage Strategy is a tactical asset allocation strategy that seeks to systematically reduce risk exposure in a client’s portfolio when higher-risk assets are in decline, and increase risk exposure when these assets are trending positive.

The asset manager uses growth-oriented investments with complementary correlations and lower-risk investments that are expected to demonstrate stability through all market cycles. The strategy is actively managed by Curian, with Mellon Capital Management acting as a non-discretionary sub-adviser, and can serve as a complement to a broader portfolio to affect overall risk.

The Enhanced Real Return Strategy is proprietary to Curian and provides a means of helping investors protect their assets against the effects of inflation. The strategy invests in a portfolio of actively managed inflation-linked bonds and commodity-based securities.

Curian introduced the Enhanced Real Return Strategy in anticipation of elevated inflation concerns that typically accompany a global economic recovery as well as the unprecedented level of monetary stimulus following the financial crisis.

The strategy is sub-advised by Armored Wolf, an investment management company founded in 2008 by John Brynjofsson, who previously spent ten years managing the industry’s largest inflation-linked bond and commodities funds at Pimco.

“The investing landscape is constantly evolving as market conditions change and the economic environment fluctuates. Today’s investors are seeking more extensive options and a higher level of control over their portfolios than they did prior to the downturn, and advisors must be able to meet those demands with a flexible and comprehensive range of solutions,” says Michael Bell (pictured), president and chief executive of Curian Capital. “Curian addresses the shifting needs of advisers and investors by continually expanding our product offering and adding customisation features to the platform. The new strategies build on all of our previous enhancements to create a complete wealth management solution.”

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