Cougar Global’s proprietary portfolio optimizer seeks the highest expected return constrained to the specific level of downside risk consistent with the mandate.
Investment Objective | Mandate | Constraint |
Conservation of Capital | Global Tactical Strategy — Conservative | 5% or less probability of negative returns |
Conservative Growth | Global Tactical Strategy — Conservative Growth | 10% or less probability of negative returns |
Moderate Growth | Global Tactical Strategy — Moderate Growth | 15% or less probability of negative returns |
Growth | Global Tactical Strategy — Growth | 20% or less probability of negative returns |