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Introducing the Canterbury Portfolio
                   Thermostat

The Portfolio Thermostat provides a systematic and rules-based portfolio management method to
meet the complexity facing financial advisers and their clients.
Traditional risk management philosophy, whose ideas reach back to the 1950s through the 1970s, can
be summarily explained by the concept that “what goes up must come down. And what goes down
must come up.” Be patient. Hang in there. Buy and hold.
In an age of surging volatility, this tired maxim threatens to rob investment portfolios of
compounded gains in the blink of an eye.
Our proprietary, means-tested and evidence-based process, the Canterbury Portfolio Thermostat, is a
complete software system designed to manage portfolio volatility over the long term. The Portfolio
Thermostat helps maintain the portfolio to acceptable market fluctuations and avoids substantial
declines through a robust process, which continually adjusts to changing market conditions so that
your clients are satisfied and their portfolios are stable.
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