Strategy Incorporates Dynamic Asset Allocation Based on Exclusive Institutional Research

Curian Capital, LLC (www.Curian.com), a registered investment advisor that provides a fee-based separately managed account (SMA) platform to financial professionals, today announced that it has expanded its Custom Style Portfolios with the addition of the Curian Tactical Advantage Strategy. The new strategy uses a dynamic asset allocation approach that seeks to capture opportunities for growth while actively managing risk within the portfolio.

Unlike traditional buy-and-hold asset allocation models that utilize long-term target allocations to major asset classes, Curian’s Tactical Advantage Strategy incorporates a proactive approach to managing asset allocations within defined parameters set within a client’s base investment policy. The goal is to capture incremental returns over time by tilting portfolio weightings toward asset classes that are deemed attractive, relative to other asset classes, based on cyclical trends in the market. Tactical strategies are particularly well suited to times of increased volatility, when the long-term direction of the market is unclear.

“We recognize the fact that unprecedented market volatility and economic uncertainty have drastically altered the investing landscape, and we are making proactive efforts to help advisors and their clients navigate these waters,” said Michael Bell, president and CEO of Curian Capital. “By continually introducing innovative solutions, working with the right partners and expanding the depth and breadth of our product offering, Curian is able to address the needs of investors in all market cycles and through all phases of their lives.”

The Tactical Advantage Strategy utilizes a proprietary asset allocation model developed exclusively for Curian by Ned Davis Research, Inc., an independent research firm with nearly 30 years of experience providing market research and analysis for institutional clients. The Ned Davis Research model provides ongoing summary allocation recommendations based on an objective assessment of current primary market trends. Curians’ Asset Management Team uses these recommendations to execute its Tactical Advantage Strategy, instituting appropriate adjustments to the asset allocations as needed. The strategy uses multiple decision points within various asset classes and sub-asset classes, including equity and fixed income, global equity regions, U.S.