What is QA Equity Flex?
QA Equity Flex is designed to provide a measure of downside protection in the event of a severe decline in the equity markets. If the Global Investment System identifies acute weakness in the equity markets, QA will reduce the equity exposure in the accounts of clients who have elected QA Equity Flex by up to 50%. Once the system signals that normal equity exposure may be restored in the participating client accounts, QA will do so. QA Equity Flex is available with QA’s Global Equity, US Equity, International Equity, Global Style and Global Balanced 80/20, 60/40 and 40/60 strategies. It is elective, meaning that clients who wish to use it with their QA equity or balanced strategies must affirmatively choose to do so.
