Portfolio Management Process

A Smarter Process That Delivers Stronger Returns

Interactive Portfolio's market analysts, technicians, and investment strategists use a complex, top-down approach to portfolio development and management. This multi-faceted practice enables us to formulate and proactively manage our Flex AdvantageTM Tactical Allocation ETF Portfolios to deliver absolute returns in all market conditions. Below is an abbreviated overview of our progressive portfolio management process.


Progressive Portfolio Management Process


top down portfolio management process

Global Macro Assessment

  • Review regional-global economic forecast models.
  • Evaluate consumer strength & consumption trends.
  • Monitor monetary & fiscal policy on a global basis.
top down portfolio management process

Global Geo-Political Risk Assessment

  • Review existing and developing geo-political risk events across the globe.
  • Assess potential impact on regional and global markets.
  • Identify long-short opportunities based on risk assessment model.
top down portfolio management process

Market Internals

  • Monitor valuation metrics for U.S. sectors, industry groups, and broader markets.
  • Evaluate investor sentiment and measure market volatility.
  • Analyze interest rate environment and health of credit markets.
top down portfolio management process

Market Technical and Trend Analysis

  • Examine existing and emerging trends in U.S. and global markets.
  • Define technical support & resistance levels for all major markets and asset classes.
  • Identify buy & sell opportunities using relative strength and standard deviation indicators.
top down portfolio management process

Comprehensive Investment Research

  • Combined qualitative assessment & quantitative analysis approach.
  • Identify style factor investment themes with current market profile.
  • Use broad-based scope approach to include international markets.
top down portfolio management process

Risk Adjusted Capital Allocation

  • Create portfolio based on current market profile and forecasting models.
  • Define time duration range for current allocation.
  • Backtest portfolio across multiple market condition variables.
top down portfolio management process

Ongoing Evaluation and Periodic Adjustments

  • Continually monitor general market assessment models.
  • Redefine risks and strength in current capital allocation.
  • Make adjustments to allocation as risk/reward profile warrants.


The more you learn, the more you'll agree... Interactive Portfolio is A Smarter, Better Way to Invest.


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Interactive Portfolio is an investment research firm that publishes model portfolios, investment strategies, and financial information. We are not an investment advisory firm and make no recommendations whatsoever pertaining to the buying or selling of any stocks or other financial instruments. All information provided by Interactive Portfolio is for educational and informational purposes only.

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