The Tactical "Clearinghouse" Concept... The Key is Flexibility

The key to the “clearinghouse” concept is flexibility. In short, the approach affords the funds the ability to adjust allocations to strategists, managers, and/or signal providers (who may not be eligible to be subadvisors due to their business models) without changing the prospectus. The approach is designed to stay true to the fund tactical objectives while allowing adjustments to strategy use over time.

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