PORTFOLIO CONSTRUCTION AND STRATEGY

Our Global Portfolio Construction and Strategy Team has analysed 25,000+ model portfolios for nearly 6,500 Global clients.*

Our dedicated team of experts and award-winning analytics platform help you pursue better investing outcomes for clients while creating efficiencies for advisors to help grow your practice.

Expert perspective

Leveraging the power of our proprietary analytics platform, Janus Henderson Edge™, the PCS team generates portfolio-specific insights and customized risk profiles, enabling you to spot opportunities and uncover risks.

Genuine partnership

Through one-on-one consultations, dedicated strategists gather client insights and tailor solutions to client needs.

Practical insights

As part of our subscription program, PCS advisor clients receive quarterly research driven, data-based insights designed to help you take action on portfolio construction and asset allocations.

Cutting-edge portfolio analysis

To help you build better portfolios, the Portfolio Construction and Strategy (PCS) Team leverages Janus Henderson Edge™, our award-winning analytics platform. Discover how Edge has already helped nearly 6,500 financial professionals optimize their asset allocation decisions.

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What to expect from our Portfolio Construction and Strategy Team

Our Strategy

We offer you expert perspective, genuine partnership, and practical insights so you can rise above the noise. See what we do so you can set yourself apart from your competitors.

Meet the Specialists

With broad market knowledge and a collaborative approach, we offer clear, unbiased insights designed to support better outcomes and help you stand out in a competitive landscape.

Discover trends in client portfolios

Portfolio Portrait highlights the key trends in clients’ portfolio data from Janus Henderson Edge™ and uncovers investment trends to help clients with their investment decisions.

Delivering exceptional client experiences

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Your challenge:

Advisors often spend too much time managing investments, which can detract from client acquisition and team management.

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PCS solution:

Access customised investment solutions, portfolio analysis, due diligence, and asset allocation insights, freeing you to focus on delivering exceptional client experiences.

Let our PCS team free you up to do what you do best: Deliver exceptional client experiences.

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Personalised Chief Investment Officer (CIO):

Custom strategies, expert guidance, and scalable efficiencies.

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Continuous Insights:

Regular updates and tailored consultations to enhance client discussions.

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Enhanced Client Commitment:

Build trust with clients and prospects through personalised strategies and support for various needs, from analytics to events.

Meet the team

Dedicated portfolio strategists providing customised analysis of your portfolio allocations

Lara Castleton, CFA

US Head of Portfolio Construction and Strategy

Peter Harrington-Howes

Senior Portfolio Strategist

Andrew Molinet, CFA

Senior Portfolio Strategist

CJ Van Dyke

Portfolio Strategist

Insights

Busting the bias against U.S. securitized

John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets

Portfolio pivot? Balancing defense and offense

An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.

Sea change in short duration

How being nimble and flexible in a short-term fixed income allocation can help investors maintain stability during rate volatility.

View all PCS Insights

Connect with us

For a customized portfolio consultation, please complete this form and we will be in touch.
For a customized portfolio consultation, please complete this form and we will be in touch.

* Powered by Janus Henderson Edge™, our proprietary portfolio analytics platform and database of model portfolios from Janus Henderson’s Global Portfolio Construction and Strategy Team, as at December 2023. Janus Henderson was awarded American Financial Technology Awards best analytics initiative for 2019.