Flexible Plan Investments, Ltd., (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business. Today, FPI announced the launch of FPI FundLink, a program that creates investment portfolios that combine FPI’s dynamic, risk-managed investment approach with well-known, traditionally passive, buy-and-hold fund families. The first FPI FundLink offerings use American Funds as the underlying holding universe.
FPI FundLink is designed to add a dynamic and tactical edge to existing core portfolios. FPI’s investment approach—which employs rules-based computer models that use tested methodologies to provide consistent, objective, and disciplined buy-and-sell decisions—comes with the following benefits:
- Flexibility to respond quickly to changes in market conditions.
- Strategic diversification among asset classes, investment methodologies, and time lines.
- Multiple levels of risk management to help to mitigate steep losses in bear markets.
- Tools to smooth volatility, helping clients avoid market extremes.
- Methods to take advantage of opportunities for growth that are present in every market environment.
- Low fees.
- The ability to track progress against a custom benchmark tied to investors’ suitability profiles.
FPI FundLink delivers three ways to have dynamically risk-managed core portfolios: (1) Alpha Beta Combo, a suitability-based core-and-explore strategy that applies FPI’s allocation methodology to both a universe of the top-performing equity and income asset classes of American Funds and FPI’s QFC Multi-Strategy Portfolios; (2) Evolution, which aims to invest in the top-performing equity and income asset classes of American Funds in accordance with suitability-based risk profiles; and (3) Classic, which applies FPI’s tactical asset-allocation strategy to a universe of American Funds.
