For more than three decades, the Investment Solutions Group (ISG) has developed asset class-spanning products and services aimed at realizing our clients’ diverse goals. Today, we serve clients around the world, with more than $237.50 billion in assets under management and under advisory/consulting, as of 31 March 2021.*
European Equities have remained unloved despite being attractive from a valuation perspective. Overall the outlook is now improving and it could soon be time to rethink exposure to Europe.
Our longer-term asset class forecasts are forward-looking estimates of total return and risk premia, generated through a combined assessment of current valuation measures, economic growth, inflation prospects, ESG considerations, yield conditions as well as historical price patterns. We also include shorter-term return forecasts that incorporate output from our multi-factor tactical asset allocation models. Outlined below is the process we use to arrive at our return forecasts for the major asset classes.
Dan Farley, CFA
Chief Investment Officer, ISG
Head of Portfolio Management North America & APAC, ISG
Head of ISG/Currency, APAC ex Japan
Portfolio Manager Australia
Head of Investment Strategy & Research, Australia
* As of March 31, 2021. Assets Under Advisory/Consulting includes mandates for which the firm provides advisory or consulting services supporting an investment management process that does not include the responsibility to arrange or effect the purchase or sale of securities and/or funds. AUA is based on estimates. In 2015, ISG revised the AUM and AUAC calculation methodology and account categorization process. All figures in USD.