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Choosing your Portfolio: Fully-Managed vs. Customized Dynamic

Choosing between a fully-managed and a custom dynamic macro portfolio depends on your investment preferences and experience

Updated over 2 weeks ago

Managed Macro Portfolio is ideal if you prefer:

  • A hands-off investment approach

  • Having Allio’s team and proprietary AI handle investment decisions

  • Less day-to-day involvement in your portfolio management

Dynamic Macro Portfolio works better if you want:

  • To build a portfolio that reflects your personal investment philosophy

  • Direct control in expressing your own macro views

  • More active involvement in portfolio construction and adjustments, with the option to enable automatic rebalancing

Both options give you access to our macro tools and insights, so it’s up to you to consider your comfort level with making investment decisions and how actively you want to be involved in the management process.

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