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FolioMetrix rebrands risk intelligent fund family


FolioMetrix has renamed its FMX retail mutual fund family the RiskX funds.

FolioMetrix, the fund family’s investment adviser, has renamed the funds in favour of something that better reflects what the company does.
The funds were called the FMX fund family and the ISM funds, but those names were retired on 3 May 2013, in favour of the RiskX fund family and the Rx Funds.
Jerry Murphey, president and chief executive, says: "The rebranding better aligns with FolioMetrix’ purpose — to help financial advisors build risk intelligent portfolios that know how to adapt to constantly changing markets."
Each of the 10 Rx Funds has a specific investment strategy but they all share a common attribute.
Greg Rutherford, FolioMetrix’ co-founder, says: “Our research team identifies and partners with managers and strategists that demonstrate the unique ability to intelligently mitigate risk in extreme bear markets and achieve relative returns during bull markets."
The name RiskX was derived from the equation the FolioMetrix research team developed to optimize their risk intelligent portfolios series — WHERE (Risk = Investment Risk) AND (X = The Client Variable).
Financial advisers can access RiskX Portfolios through iTAMP — FolioMetrix’ Integrated Turnkey Asset Management Program.

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