We have constructed globally diversified portfolios in order to control downside risk in bear markets while participating in bull markets.
Cougar Global manages globally diversified portfolios using exchange traded funds (ETFs). Each of the four mandates uses a mix of asset classes offering the highest expected potential return based on Cougar Global’s current Capital Market Outlook.
Each client has unique goals related to protecting principal and generating income. Therefore, even though clients may have similar investment return objectives, they will often have different investment horizons and risk tolerances depending on their age, employment status, marital status, etc.
The Global Tactical Strategy – Conservative (MAR 6) mandate may be suitable for clients who have accumulated sufficient wealth to begin making regular withdrawals for income requirements while potentially achieving investment returns sufficient to preserve capital over a full investment cycle. The Global Tactical Strategy – Conservative Growth (MAR 8) mandate may be suitable for clients who may have occasional income needs and are willing to take moderate downside risk to achieve investment returns. The Global Tactical Strategy – Moderate Growth (MAR 10) mandate may be suitable for clients who have a long term investment horizon and can tolerate downside volatility in the course of a market cycle. The Global Tactical Strategy – Growth (MAR 12) mandate may be suitable for clients who have a long term investment horizon and can tolerate higher downside volatility in the course of a market cycle.
Returns are not guaranteed and investors are willing to accept the risks associated with the portfolio’s objective.
Cougar Global employs its asset allocation expertise using Exchange Traded Funds (ETFs) that track index returns for each global asset class. The portfolios constructed with ETFs result in lower fees, lower trading costs, and increased tax efficiency. We currently use approximately 20 ETFs and constantly monitor and evaluate other ETFs for potential use.