Discover our investment portfolios.
We provide investment strategies that are designed to protect your wealth and deliver results.
Diversified Premia Strategy
The Lifeworks Diversified Premia seeks to implement investment innovation and strategy. It combines the benefits of smart beta (“Diversified”) and factor investing (“Premia”) that is designed to deliver superior risk-adjusted returns. Our team of quantitative investment strategists tailors your exposure to rewarded risk factors while diversifying away the unrewarded risks that undermine traditional investment strategies. Our Diversified Premia portfolio leverages data, scientific and mathematical models, and is recalibrated to incorporate the most relevant economic and financial market information into the portfolio.
Opportunity Strategy
The Lifeworks Opportunity strategy is one of the two key pillars of our Diversified Premia strategy. It strategically focuses on growth factors including innovation and momentum. This growth focused strategy offers exposure to the 50 stocks with the greatest potential to disrupt industries and the highest trading momentum. The Opportunity strategy benefits from the same beta structure as Diversified Premia.
Quality Strategy
The Lifeworks Quality strategy is one of the two key pillars of our Diversified Premia strategy. It focuses on a set of value factors such as high profitability, high payout, and low volatility. This strategy invests in the 50 equities that have established operational edges over competitors, exhibit the highest profitability margins, and take the most shareholder-friendly corporate actions. The Quality strategy benefits from the same smart beta structure as Diversified Premia and Opportunity.
Protected Portfolio™
The Lifeworks Protected Portfolio™ is a hedged equity strategy that seeks to provide clients with significant upside participation in the equity market and simultaneously protect against bear markets. We start with our Diversified Premia strategy and carefully select downside protection instruments designed to deliver positive returns when the broad U.S. equity index tumbles, thus curbing the negative returns from the Diversified Premia equities. We rebalance the downside protection instruments every 6 months on average. The result is a truly diversified portfolio that balances growth opportunities with “anti-correlated” assets designed to deliver more consistent returns.
Tactical Portfolio
The Lifeworks Tactical Portfolio seeks to provide exposure to alternative asset classes that we believe are stores of value and represent safe havens during market sell-offs (commodities like gold); or that have the potential to become widely accepted as stores of value (digital coins like bitcoin) or mediums of exchange (digital coins like ethereum). Lifeworks’ tactical allocations are customized to each client in order to optimize the efficiency of their portfolio and increase the probability of achieving their personal wealth management objectives.
