Managing Volatility

Viewpoints

Managing Volatility

Managing Volatility

We offer a range of solutions to manage investment volatility at the both the individual portfolio and total plan level, including exposure management, overlay strategies and individual portfolio solutions.

The New Normal

  • Geopolitical and economic factors will likely drive more bumpy markets in 2017.
  • Extended periods of volatility pose challenges for institutions looking to minimize downside risk and meet plan objectives.
  • Investors must look to new, innovative solutions to manage volatility in today’s environment.

Breadth of Solutions

  • A range of solutions to manage volatility at both the portfolio and total plan level.
  • Specific portfolio solutions which seek to deliver equity returns with less downside risk.
  • Exposure management and overlay strategies that can be customized to meet a client’s objectives

Latest Thinking

Managing Volatility

Beyond the Benchmark: Targeting Lower Volatility

For investors prepared to move beyond benchmarks and tracking error, portfolio construction can focus on best investment ideas and downside risk management.

Managing Volatility

Long-term Smart Beta Forecasts: December 2016

Our long-term forecasts are forward-looking estimates of excess return generated through an assessment of current factor valuations and historical return premiums.