Legal
Hypothetical Back-testing
Information on the methodology used in calculating and generating the hypothetical
performance.
Conservative
S&P 500 Risk-Controlled Portfolio
This Portfolio is intended for customers who prefer a well-known US equity index, that contains the largest companies in the United States.
Moderate
Save US Macro Portfolio
The US Macro Portfolio is intended for customers with a medium risk tolerance. This portfolio allocates across a range of asset classes using macroeconomic variables such as interest rates, inflation and the US dollar.
Growth
Nasdaq 100 Risk-Controlled Portfolio
The Nasdaq 100 Risk-Controlled portfolio follows the Nasdaq 100 Index, and adjusts the level of exposure upward or downward daily to maintain a stable level of volatility.
ESG
Save ESG Portfolio
A diversified, ESG-tilted portfolio of stocks, bonds and other asset classes, that seeks to select and overweight ESG companies and avoid certain non-ESG assets.
For more information on risk tolerance, see: