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.