Horizon 2040

All publicly traded Reliance ETFs on the National Stock Exchange of India are included in the universe

<ul><li>At Windmill Capital, our team specializes in developing asset allocation portfolios based on well-established investment philosophies, supported by extensive academic literature. These principles serve as the foundation for constructing diversified portfolios using stocks and ETFs. Subsequently, our sophisticated testing mechanisms allow us to create portfolios that are both theoretically robust and empirically validated</li><li>To further refine our portfolios, we harness advanced mathematical, statistical, and analytical methods. This includes optimization algorithms that balance risk and return, as well as statistical analyses to identify high-volatility regimes and dynamically adjust asset allocations. Such techniques enhance our ETFs/stocks selection process and portfolio weighting decisions, ensuring precision and effectiveness in achieving investment objectives</li><li>Horizon 2040 Target Date smallcase predominantly selects ETFs from 4 asset classes - equity, debt, gold and cash, allocating weights based on a predefined glidepath investing algorithm</li></ul>

<ul><li>ETFs qualifying the above mentioned research criteria are selected for further analysis</li><li>Proprietary liquidity filters are applied to remove ill-liquid ETFs from this list</li><li>ETFs are further removed on the basis of high expense ratios and lower tracking error</li></ul>

The final screened ETFs are weighted using an asset allocation algorithm that follows a predefined glidepath investing strategy. This approach systematically rebalances the portfolio, gradually shifting asset weights over time. As the target date approaches, the allocation progressively moves from aggressive assets to more conservative ones, ensuring a balanced risk-adjusted transition

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next year

Horizon 2040 Target Date

Optimizes investment value for goals to be achieved in 2040 

Horizon 2040 Target Date

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