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American Independence and JAForlines to offer ETF-based risk managed allocation portfolio


American Independence Financial Services, a New York-based investment advisory firm and manager of mutual funds and separate accounts, has formed a partnership with JAForlines, an asset manager specialising in risk managed, exchange-traded fund-based global allocation investment solutions.

JAForlines will sub-advise on the new American Independence Risk Managed Allocation Strategy that pursues long term growth while tactically managing short-term volatility to preserve capital. The partnership will design and market funds, SMAs and other vehicles for the intermediary market.
“The approach JAForlines takes to capturing market upside of long term opportunities while managing tactically to reduce short term risk aligns extremely well with the needs of financial professionals and investors today,” says American Independence managing partner John Pileggi. “JAForlines has a long history of achievement in managing multi-asset, ETF-based portfolios and we are very pleased to partner with them to bring this risk-managed strategy to the market. This is truly a “skill based” business, and the combination of JAForlines’ people, process and record make this an attractive opportunity for American Independence and its clients.”
“It is an exciting time for ETF investment strategists. Outsourced investment management is gaining momentum and we believe this industry could represent USD120bn in assets in 2015, up from USD64bn today,” says Katharine Earhart, head of the iShares Connect Program at BlackRock. “We began covering this sector in 2008 and have seen an average 30 per cent rate of growth in ETF investment strategists in our programme over the past couple of years. JAForlines brings a special expertise and deep knowledge of ETF portfolio construction and trading to advisers interested in outsourced model portfolios. Their partnership with American Independence will enable them to make their strategy available to a much broader audience.”
John A Forlines III (pictured), chairman and chief investment officer of JAForlines, says: “American Independence brings an extraordinary depth of experience in managing and distributing investment products. It’s a tremendous opportunity to leverage their talent and industry knowledge. We have been seeking to broaden our reach into the intermediary market, and American Independence’s investment infrastructure and sales force makes them an ideal partner.”

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