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Securian Financial

Managed volatility

Investment strategies for generating returns while controlling risk.

Securian AM Managed Volatility Strategies combine the benefits of low volatility equity and tail risk strategies with the potential to deliver more consistent and better risk-adjusted returns.

Managed Volatility Strategies

For institutional investors

Dynamic Managed Volatility strategy

Dynamic Managed Volatility Strategy is a balanced allocation strategy with active risk management.

Potential key benefits

Seeks to maximize risk adjusted total return with protection for significant losses.

Draws on Securian Asset Management’s risk management experience in using financial instruments to potentially hedge risk and lower volatility

Seeks 10 percent or lower volatility using equity futures to efficiently manage overall equity exposure.

Strategy highlights

Balanced allocation strategy with risk management overlay.

The strategy targets an effective equity exposure as high as 90 percent in periods of low market volatility with higher expected returns, or as low as 10 percent in periods of high market volatility with lower expected returns. 

Managed Volatility Equity strategy

Managed Volat ility Equity st rategy is a low volat ility equity-based strategy with active risk management.

Potential key benefits

Seeks to maxamize risk adjusted total return with protection for significant losses.

Draws on Securian Asset Management’s considerable experience in using financial instruments for hedging risk and lowering volatility.

Seeks 10 percent or lower volatility using equity futures to manage overall equity exposure.

Strategy highlights

Low volatility equity-based strategy with a risk management overlay.

The strategy targets an effective equity exposure as high as 100 percent in periods of low market volatility with higher expected returns, or as low as 10 percent in periods of high market volatility with lower expected returns.

Portfolio managers may use some or all of the techniques and processes described.

Target allocations are subject to change.  

Investing involves many inherent risks. Investments can and do lose value, including the potential loss of the entire investment.

See additional disclosures at the bottom of this page.

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The Managed Volatility team

Craig Stapleton, bio photo

Craig Stapleton, CFA, FRM

Senior Vice President & Portfolio Manager

Jeremy Gogos, bio photo

Jeremy Gogos, Ph.D., CFA

Vice President & Portfolio Manager

Merlin Erickson, bio photo

Merlin Erickson

Vice President & Portfolio Manager

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