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.

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

Transamerica I-Series® Global Fixed Income Portfolio

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 Portfolio

Transamerica I-Series® Social Impact Portfolios

The Social Impact 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® Strategic Alternative Portfolio

TFA designed the Strategic Alternative 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 Portfolio please click on the link below:

Strategic Alternative Portfolio

Transamerica I-Series® Managed Risk Portfolio

This strategy seeks to grow assets through diversified exposure to stocks while attempting to reduce declines in the portfolio value by changing portfolio allocations. Allocations are changed when the potential for significant declines in stock markets changes materially as determined by the Portfolio Management Committee(PMC).

Managed Risk Portfolio