This is The Portfolio Fix by AAM. The Portfolio Fix is a podcast about financial services. Founded in 1982, Asset Allocation & Management Company, LLC (AAM) is an investment manager exclusively for insurance companies. AAM strives to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.
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This media is for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such. The material in this media is directed only at entities or persons in jurisdictions or countries where access to and use of this information is not contrary to local laws or regulations. All information contained herein is believed to be accurate as of the date(s) indicated, is not complete, and is subject to change at any time. Certain information contained herein is based on data obtained from third parties and, although believed to be reliable, has not been independently verified by anyone at or affiliated with Asset Allocation & Management Company, LLC. (“AAM”); its accuracy or completeness cannot be guaranteed. No regulator or government authority has reviewed this document or the merits of the products and services referenced herein. Past performance is not an indication of future performance and is no guarantee that losses will not occur in the future. The value of an investment, and income generated (if any) may fall as well as rise and is not guaranteed. Investors may not get back the full amount invested and may lose the entire amount invested. Diversification does not assure a profit or protect against loss. There is no guarantee that any measurements contained herein will be achieved. Data herein is reflected in USD unless specified otherwise. The media is provided to you on the understanding that as a sophisticated person, you understand and accept its inherent limitations and will not rely on it in determining to engage AAM. The investment strategy and themes discussed herein may not be suitable for investors depending on their specific investment objectives and financial situation. Before making a decision to invest a prospective investor should carefully review information respecting AAM and consult its own legal, accounting, tax and other advisers in order to independently assess the merits of an investment. Opinions and statements of financial market trends that are based on market conditions constitute our judgment and are subject to change without notice. Historic market trends are not reliable indicators of actual future market behavior. This material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved, and may be significantly different than that shown here. The information presented, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Although the assumptions underlying the forward-looking statements that may be contained herein are believed to be reasonable they can be affected by inaccurate assumptions or by known or unknown risks and uncertainties. AAM assumes no duty to provide updates to any analysis contained herein. Any performance results discussed are gross of investment management fees, unless stated otherwise. Gross of fees performance results do not reflect the deduction of investment advisory fees; as such, client’s returns will be reduced by the investment advisory fees and other expenses. Broad-based securities indices are unmanaged and are not subject to fees and expenses typically associated with managed accounts or investment funds. Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in model results. The listener should not assume that any investments in sectors and markets identified or described were or will be profitable. Any target allocations contained herein are subject to change. There is no assurance that the target allocations will be achieved, and actual allocations may differ significantly. Any results based on simulated or hypothetical performance have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors. There are frequently sharp differences between hypothetical performance results and the actual results subsequently realized. Hypothetical performance results are presented for illustrative purposes only.