Asset Allocation and Managed Solutions

Overview

These solutions provide outcome-oriented investment portfolios to help investors grow and preserve long-term wealth in today’s increasingly complex and constantly changing investment landscape. The investment team brings the best of institutional asset allocation to retail portfolios using an innovative “human + machine” approach, an optimized blend of disciplined fundamental analysis and rigorous systematic research.

Benchmarks

Various balanced benchmarks according to each Fund’s exposure profile.

Investment Process

• The process starts by defining the strategic asset allocation and constructing an optimal policy mix using both traditional and alternative asset classes.
• With the objective of capitalizing on market dislocations and adding incremental value, we then define the tactical asset-allocation strategy, sourced from both traditional and alternative data sets.
• The third step of the process consists in identifying best-in-class managers via our proprietary suite of manager analytics, with the aim of providing access to the right styles at the right time and taking advantage of the manager’s alpha.
• Risk management allows the team to identify, quantify, and manage risk sources across multiple time horizons using custom-built risk models.
• The final step of the process is portfolio construction through optimal integration of multiple sources of value-add using the latest advances in optimization theory.

Why invest in these strategies?

• Balanced exposure to a target asset mix for each investor profile, broadly diversified across asset classes, geography, and sectors.
• Active asset allocation managed by an experienced asset-allocation and economic team that leverages an integrated, multifaceted, and disciplined institutional investment approach to asset allocation.
• Daily portfolio monitoring with ongoing rebalancing and currency management.