Tactical Asset Allocation Overlay Strategy
The strategy strives to manage shorter-term risks and capture value-added opportunities through a proprietary, systematic, tactical asset allocation process that typically focuses on idiosyncratic opportunities driven by biases in investor behavior.
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Separate Account
- Tactical Asset Allocation (TAA) Overlay - 10% Shift
- Tactical Asset Allocation (TAA) Overlay - 15% Shift
Competitive advantages
Advanced portfolio construction
The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.
Tactical asset allocation (TAA)
The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.
Downside risk management
Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.
Laser focused on investor outcomes
The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Alternative investment risk: Alternative investment strategies, which may include, but are not limited to, investing in nontraditional investments such as commodities, or following risk premia, managed futures, merger arbitrage, global multi-asset, long-short, market-neutral, systematic, or other tactical investment strategies, may involve complex security types or transactions and extensive short positions and/or focus on narrow segments of the market, which may increase and/or magnify the overall risks and volatility associated with the strategies.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.
