Multi-Asset Class Strategies
These strategies maintain asset class exposures in an efficient, liquid manner while helping you to manage cash balances.
Strategic Asset Allocation
We design customised strategic allocation solutions based on your investment objectives, portfolio composition and forecasted market conditions.
Tactical Asset Allocation
Our tactical allocation portfolios reflect changes in the asset class valuations relative to your strategic benchmark. The approach seeks to outperform the benchmark while being calibrated to your risk tolerance.
Purposely designed, dynamic investment strategies that include embedded features aimed at mitigating challenges faced by investors when it comes to supporting retirement aspirations.
Asset Liability Matching (ALM)
To help you lower your plan funding risk, meet future funding targets, match assets to liabilities and improve liquidity, we design thoughtful, innovative ALM solutions.
ISG offers alternative asset classes and non-traditional portfolio construction implementations. These approaches include:
• Real Assets
• Risk Parity
Fiduciary Advisory Services
Through experienced and collaborative counsel, we can help you improve multi-asset class investment and governance decision-making amidst the challenge of shifting market and regulatory environments.