About This Portfolio
Our suite of model portfolios offers global diversification to both proprietary and non-proprietary equity and fixed income securities. We blend a strategic, bottom-up valuation discipline with dynamic, top-down proprietary macro views to create diversified and risk aware portfolios. Portfolio decisions are developed through our Multi-Asset group, a team that constructs asset allocation solutions for clients’ complex investment objectives.
Why Invest
Risk-targeted model portfolios:
Our models utilize a range of vehicles including proprietary, non-proprietary, active, and passive in order to spread risk, lower cost, reduce the impact of market volatility, and target varying levels of income and capital growth.
Dynamic and strategic:
Our Multi-Asset investment team draws on detailed market and macroeconomic analysis and research to create diversified and risk-aware portfolios.
Solutions That Target Various Risk Profiles:
The resultant allocations serve as diversified foundational investments for clients of various risk profiles, which seek to address certain desired outcomes and experiences within the parameters of specified investment constraints and risk tolerances.
