Vantage 2.0 Risk Management Summary (As of 3/31/20)

April 21, 2020


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Beacon_Sell_Sheet_Vantage_2.Risk_Mgmt_timeline_APPROVED.pdf  

Our goal with Vantage 2.0 is to eliminate the extreme ups and downs to deliver more consistent long-term returns. The following explains how the Vantage 2.0 Aggressive portfolio attempted to limit this downside exposure when our risk management strategy was triggered at market close February 27, 2020.