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