Goals-based accumulation strategies
Accumulation portfolios that seek to capture global market growth trends and build long-term success on short-term opportunities
The Horizon Investments goals-based wealth curve
We empower advisors to help clients reach their financial goals throughout three investment stages.
STAGE
Seek to maximize asset growth while managing volatility
Goal:
Grow wealth
Strategy:
Active Asset Allocation
Models:
- Focused
- Growth
- Moderate
- Conservative
- Conservation Plus
STAGE
Seek continued asset growth while managing drawdown risk
Goal:
Protect wealth
STAGE
Seek to generate income consistently while managing longevity risk
Goal:
Spend wealth
Adapt to change and actively harness value
Multidisciplinary investment management approach
We believe a multidisciplinary approach can best help investors generate the wealth they need to reach their goals.
Focus on uncovering blindspots
Horizon’s accumulation strategies for the Gain stage of investing apply both quantitative and qualitative research across blended allocations of equities and fixed income. We believe this enables us to actively and systematically uncover the best opportunities within and across various financial market segments and sectors.
Horizon strategies for accumulation-stage investing
Global
Targeting opportunities across domestic and international equity market segments
Flexible
Adjusting portfolios to adapt to market changes
Balanced
Screening opportunities through quantitative and qualitative perspectives
Our asset allocation process
Innovative. Dynamic. Disciplined. Driven by cutting-edge research and implementation.
Five active asset allocation portfolios
 Engineered to targeted objectives, each portfolio is constructed to pursue the maximum potential return for its given level of equity exposure
Focused
100% equity
Seeks to maximize long-term capital appreciation. This portfolio will primarily be exposed to global equity markets.
Growth
85% equity
15% fixed income
Seeks long-term capital appreciation through exposure to global equity markets. This portfolio will generally feature a small exposure to fixed income to slightly dampen the volatility relative to an all-equity portfolio.
Moderate
65% equity
35% fixed income
Seeks modest long-term capital appreciation with a secondary objective of capital preservation. This portfolio will feature significant exposure to global equity and fixed income markets in order to balance the two objectives.
Conservative
60% equity
40% fixed income
Seeks capital preservation and stable long-term growth. This portfolio will primarily combine broad exposures to both fixed income and global equities.
Conservative Plus
20% equity
80% fixed income
Seeks capital preservation and modest asset growth by combining core fixed income exposure and a small exposure to global equity markets
For illustrative purposes only
