Curian Capital, a registered investment advisor that provides a fee-based wealth management platform to financial professionals, is to launch the Curian Income Dynamic Risk Advantage (IDRA) Strategy.
Designed for investors who want to generate a steady stream of income while protecting against market volatility, IDRA is available as a standalone strategy or within Curian’s new Research Select portfolios.
IDRA builds on Curian’s existing Dynamic Risk Advantage Strategy by incorporating securities that can generate income in the form of dividend payments. The strategy uses a tactical asset allocation process to shift between a group of higher-risk income-oriented investments and a lower-risk portfolio of high-quality, short-term Treasury investments. Through this process, the investor’s exposure to risk is reduced when equity markets are in decline, and increased when markets appreciate.
“In an investing environment that is marked by uncertainty and complexity, advisors and their clients are looking for different options than what they may have depended on in the past,” says Chris Rosato (pictured), senior vice president of strategic development for Curian Capital. “To meet this demand, Curian continues to update our product offering with innovative new strategies that are designed to meet specific investor objectives. By delivering those strategies through a platform that allows for a high level of customisation, advisors can build solutions that are tailored to each individual client’s needs.”
Curian’s Income Dynamic Risk Advantage Strategy is part of the company’s new Research Select offering, which includes two distinct sets of portfolios that focus on either asset accumulation or income distribution, and can help advisors meet a range of client objectives in a single account. The IDRA strategy is managed by Curian, with Mellon Capital Management Corporation acting as a non-discretionary sub-advisor.*