Total Return®
The TOTAL RETURN® strategy is designed to garner modest returns in those environments where stocks have roughly zero returns. This is accomplished through a proprietary covered put and covered call writing strategy. The ratio of puts and calls changes dynamically, depending on market sentiment. Clients potentially earn still modest returns during flat stock market environments-hence, the strategy name TOTAL RETURN®.
Protected Value®
The strategy named PROTECTED VALUE® is an investment service designed to protect a portfolio during steep stock market declines. We blend call options and short-term debt instruments to create a maximum investment downside, typically targeted in the 0%-15% range. On the upside, we target a capture of 40%-60% of the positive return. The name of the strategy is derived from the mathematical concept of absolute value-converting some of the negative values into positive ones while maintaining the sign of positive values.
Argos Global Trend Index™
This global asset index allocates across global equities (i.e., Europe Japan, and United States), global fixed income (i.e., Europe Japan, and United States), and alternative investments (i.e., commodities and gold). Equity allocations consist of the Argos Alpha ESG Index®, Argos AlphaESG Europe Index™, and Argos AlphaESG Japan Index™. The balance of assets is allocated to market indices.
Currently, the index is available to both individuals and institutions through several offerings provided by BNP Paribas.
Argos AlphaESG Index™
The Argos Global Trend Index™ allocates across multiple global equity, fixed income and alternative assets.
Argos AlphaESG Europe Index™
This index utilizes the same algorithm as the Argos AlphaESG Index® on European stocks, selecting the top 100 scored stocks and rebalancing monthly.
Argos AlphaESG Japan Index™
This index utilizes the same algorithm as the Argos AlphaESG Index® on the Japanese stocks, selecting the top 100 scored stocks and rebalancing monthly.