The integration of behavioral finance principles into tactical asset management strategies represents a new alternative in portfolio construction and risk management. Behavioral finance, which examines the psychological influences on financial decision-making, can provide valuable insights into investor behavior patterns, cognitive biases, and emotional responses to market events. By incorporating these insights, the KIM Tactical Allocation Models (“TAM”) are designed to help mitigate common behavioral pitfalls such as loss aversion, overconfidence, and herding behavior. This integration creates investment approaches that attempt to optimize financial outcomes and potentially help achieve long-term investment goals. Using a combination of Monarch Funds that incorporate KIM’s proprietary Volume Factor Risk Overlay and a host of defined outcome Innovator ETFs, the TAM suite of risk-based portfolios (Balanced, Moderate Aggressive, and Aggressive) attempt to utilize tactically managed investment choices to invest in areas of the market garnering capital flows while also providing multi-layered downside protection provided by the proprietary risk overlay and defined outcome ETFs. They are designed for investors seeking a tactical approach to investing, including investments with capped upside and periods of increased cash and fixed income allocations.
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