Investment Strategies

Transamerica I-Series® is a separately managed account program that seeks to assist clients in meeting their investment goals by providing diversified model portfolios that employ strategic, alternative and tactical asset allocation strategies.


Transamerica I-Series® Strategic Series

Strategic Model Portfolios I-VI are based on asset allocation models developed by Transamerica Financial Advisors (TFA). These asset allocation models include asset classes such as equity, fixed income, real estate and cash. For clients who seek further diversification and/or tax efficiency, the Strategic Model Portfolios are also available with varying degrees of exposure to the commodity and/or municipal fixed income markets.

Model Portfolio I (Ultra Conservative)
Model Portfolio II (Conservative)
Model Portfolio III (Moderate Conservative)
Model Portfolio IV (Moderate)
Model Portfolio V (Moderate Aggressive)
Model Portfolio VI (Aggressive)


Transamerica I-Series® Global Fixed Income Core Profile

Strategic Global Fixed Income (GFI) Model seeks long-term total returns by investing across major fixed income sub-asset classes. This model may be considered by those who have an investment time horizon of 1+ years and who are looking for long-term total returns at reasonable risk.

Global Fixed Income Core Profile


Transamerica I-Series® Social Impact Core Model Portfolios

The Social Impact Core Model Portfolios are based on asset allocation models developed by Transamerica Financial Advisors (TFA). These asset allocation models include asset classes such as equity, real estate, fixed income and short-term bonds.  The Social Impact Portfolios are focused on responsible investing factors including: Environmental, Social, and Corporate Governance (ESG).

Social Impact Model Portfolios


Transamerica I-Series® Active Alternative Core Model Portfolio Profile

TFA designed the Active Alternative Core Model Portfolio to invest in mutual funds and to provide a hedge against inflation with a low correlation to both equity and fixed income asset classes regardless of the economic environment. To learn more about the I-Series Active Alternative Core Model Portfolio please click on the link below:

Active Alternative Core Model Portfolio


Transamerica I-Series® Strategic Alternative Core Model Portfolio Profile

TFA designed the Strategic Alternative Core Model Portfolio to invest in mutual funds, to provide a hedge against inflation with low correlation to both equity and fixed income asset classes regardless of the economic environment. To learn more about the I-Series Strategic Alternative Core Model Portfolio please click on the link below:

Strategic Alternative Core Model Portfolio


Transamerica I-Series® Dorsey, Wright (DWA) Tactical Tilt Model Portfolios

The DWA Tactical Tilt portfolios are an adaptive suite of risk management solutions for investors, each with the primary objective of pivoting between wealth accumulation strategies (i.e. offense), and wealth preservation strategies (i.e. defense), in a timely fashion. The methodology used is rules-based, and designed to follow what Dorsey Wright believes are the strongest sector and asset class trends within a broad array of investment options.

DWA Tactical Tilt Model Portfolios


Transamerica I-Series® Dorsey, Wright (DWA) Sector 4 Model Portfolio Profile

The Dorsey Wright (DWA) Sector 4 Model is designed to gain exposure to the strongest relative strength sectors in the US through the use of nine Sector Momentum ETFs. When  equities are not in favor, the portfolio can reallocate to varying amounts of cash, up to 100%. This model may be considered by those who have an investment time horizon of 5+ years and are seeking to diversify investment strategies.

Dorsey Wright (DWA) Sector 4 Model Portfolio Profile


Transamerica I-Series® Dynamic Fixed Income Model Portfolio

Dynamic Fixed Income (DFI) – Powered by Sage Advisory Services, Ltd. (Sage) – is a tactical ETF strategy that seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclays Aggregate Bond Index. The strategy will invest primarily in core fixed income securities and will tactically allocate between 0%-40% in non-core segments such as high-yield debt, developed international government debt, emerging market government debt, and preferred stocks.

Dynamic Fixed Income Model Portfolio


Transamerica I-Series® Dynamic Multi Asset Income Model Portfolio

Dynamic Multi Asset Income (MAI) - Powered by Sage Advisory Services, Ltd. (Sage) – is a conservative yield focused ETF strategy that seeks to meet investors' income needs by tactically investing in the global fixed income market along with exposure to high dividend equity and alternative segments.

Dynamic Multi Asset Income Model Portfolio