Firms Partner To Offer Downside Risk Constrained Portfolios Utilizing ETFs

money and investingAmerican Independence Financial Services, LLC (“American Independence”), a New York-based investment advisory firm and manager of mutual funds and separate accounts, today announced a strategic partnership with Cougar Global Investments Ltd (“Cougar Global”), a Toronto-based investment manager specializing in global tactical ETF portfolios. Under the agreement, American Independence will provide separately managed accounts (SMAs) and funds based on Cougar Global’s ETF-based Macroeconomic Assessment of Risk (MAR) strategy to address downside risk management. American Independence will provide oversight, marketing, administration and execution. The portfolios will be marketed to financial intermediaries in the U.S.

“Cougar Global’s leading investment methodology is focused on downside risk management, which is highly appealing to investors who have yet to meet their wealth-accumulation and retirement income goals, but who may be concerned about equity market risk, or to investors who may have chosen to keep their money in cash,” said John Pileggi, Managing Partner of American Independence. “Cougar Global Investments has one of the longest GIPS-compliant track records among ETF managed portfolios, demonstrating their ability to generate solid compound growth of investors’ assets, and we are delighted to be partnering with them to bring their downside risk-aware strategies to advisors in the U.S. We’re committed to providing our advisor client base with outcome-oriented investment solutions, as well as the information they need to educate their clients.”

The Cougar Global MAR strategies employ a rigorous top-down investment discipline that seeks to achieve the compound growth rate required for investors to meet their specific financial goals over time, while managing downside risk and projecting the probability of negative returns in any given year. The investment process incorporates multiple macroeconomic scenario analyses and third-party research. It then constructs portfolios designed to perform with the appropriate risk/return trade-offs for its four models: MAR Tactical Conservative Growth, MAR Tactical Moderate Growth, MAR Tactical Growth, and MAR Tactical Aggressive Growth.

“We are pleased to be partnering with American Independence, which has strong relationships with the financial advisory community in the U.S. American Independence’s operating philosophy, thought leadership, commitment to risk management and tactical approach to investment management make them an ideal partner for us in the U.S.,” said Dr. James Breech, President and CEO of Cougar Global Investments.

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