We provide a wide range of investment solutions, from implementing short-term, tactical exposures to fully discretionary mandates (also known as “Outsourced CIO”). Here are some of our key multi-asset offerings:
|Strategic Asset Allocation||Strategic Portfolio Management and rebalancing||Balances long term risk objectives|
|Target Date||Help Individuals reach retirement goals with disciplined glide paths|
|Real assets||Provide an Inflation hedge|
|Tactical Asset Allocation||Benchmark-relative, active asset allocation||Provide an additional, uncorrelated source of alpha|
|Active ETFs, model portfolios, advisory|
|Equity and Fixed income sector rotation||Generate alpha tilting among sectors|
|Total Portfolio Solutions||Compressive multi-assets management targeted to strategic goals|
|Flexible asset allocation||Provide an absolute return over a market cycle|
|Exposure Management||Cash overlay||Reduce cash drag while minimizing transaction costs|
|Asset class and factor completion||Efficiency align asset allocation to targets|
|Volatility management||Provide arrange of volatility - and downside - risk reducing solution|
Investment Solutions with Rob Spencer
Rob Spencer, a portfolio strategist from our Investment Solutions Group shares insights on a monthly basis regarding key factors motivating our tactical asset allocation postilions, how we are addressing client concerns, and the most urgent issues facing asset allocators.
* As of June 30, 2019. Total AUM of $211B excludes execution-only LDI. Derivatives-based exposure management AUM represents the notional value of exposure managed. Assets under advisory/consulting of $23B 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.