The Multi-Strategy Allocation Series by FormulaFolios are privately managed investment accounts powered by multi-factor quantitative investment models. By using a rules based, process-driven model, emotions are removed from the investment process thus increasing the statistical probability of success.

Multi-Strategy Allocations are combinations of six separate market neutral total return investment models that exclusively utilize exchange traded funds and index mutual funds in an attempt to generate consistent investment results in all market conditions. The securities chosen come from a broad spectrum of global asset classes including traditional index funds, global equity funds, income funds, commodity funds, and inverse index funds.

The ultimate goal of Multi-Strategy Allocation FormulaFolios is to substantially outperform market averages while simultaneously reducing market risk1. Due to the active investment management of these allocations, they often generate short-term capital gains (or losses) and investors should carefully use Multi-Strategy Allocations in taxable accounts.