Capabilities
Systematic Investing
Allspring’s Systematic Edge team is a quantitative, research-centric investment capability that meets client needs by delivering innovative products and bespoke solutions across alpha, target outcome, and liquid alternative strategies.
Explore core beliefs
Giving clients a systematic edge for better outcomes
Founded on research
Research is at the core of our investment insights and is holistically integrated across the platform.
Specialized insight
We deliver specialized insight into portfolio construction techniques and diversified philosophies to help provide targeted outcomes.
Continuous innovation
Striving to deliver the best outcomes to clients fosters a culture of continuous evolution.
Outcome-based capabilities center on investor needs
Collectively, the Systematic Edge team delivers innovative solutions across three outcomes—alpha, target outcome, and liquid alternatives. We leverage these capabilities to offer innovative products and tailored investment strategies to meet specific investor outcomes.
Alpha
We aim to deliver alpha across all market environments through a variety of different benchmark-relative strategies, such as Disciplined Equity and Index Asset Allocation.
Outcomes
We pursue compelling performance through exposure to a particular investment theme or outcome, including income, low volatility, inflation sensitive, and climate transition.
Alternatives
We seek diversification or protection in the form of liquid alternatives through an array of strategies, including Alternative Risk Premia, Long/Short Equity, and options and futures-based hedging.
Collectively, the Systematic Edge team delivers innovative solutions across three high-level categories—alpha, target outcome, and liquid alternatives. Each capability offers tailored investment strategies to meet specific investor outcomes.
Capabilities spotlight
Global Equity Enhanced Income
Features
- Two components (equity + options) are dynamically managed to balance the trade-off between income and capital growth.
- The investment process blends quantitative tools and fundamental analysis, resulting in a well-diversified/balanced high-yielding equity portfolio.
- Actively managed options use proprietary models to enhance income while preserving potential upside.
Why?
- It delivers enhanced income and long-term capital growth, targeting high consistent yield (6% p.a. since inception).
- It combines a high-yielding equity portfolio and actively managed options overlay to meet objectives.
- Balanced exposures explicitly seek to avoid style biases and structural underweights common in equity income strategies in order to mitigate style swings while capturing growth opportunities.
Discover our platform
Elevating client solutions through integrated research and portfolio construction
Research
The Systematic Edge team employs an integrated process whereby portfolio managers both conduct and implement research to facilitate continuous innovation across asset classes.
Equity
The Systematic Edge – Equity team's active approach to systematic factor-based investing is founded upon decades of quantitative research. Dynamic alpha models are combined with multi-dimensional risk management and unique portfolio construction to enhance client returns. Meet The Team
Fixed income
The Systematic Edge – Fixed Income and Custom SMA team leverages a factor-based, systematic process to deliver customized solutions for investors targeting specific outcomes. Meet The Team
Multi-asset
The Systematic Edge – Multi-Asset team is underpinned by a consistent investment philosophy and process that combine its strong heritage in quantitative investing with skillful portfolio design, dynamic allocation, and tactical tilts to achieve client objectives. Meet The Team
Options
The Systematic Edge – Options team believes that options-based strategies offer a number of positive attributes not always found in alternative investments. Meet The Team
Investment solutions
The Systematic Edge – Investment Solutions team is committed to delivering exceptional, customized investment solutions. The team concentrates on achieving client objectives and exceeding desired outcomes, or “outcome alpha”. Meet The Team
Research-driven insights combined with decades of experience managing portfolios help the team pursue alpha that investors can depend on.”
Dan Morris, Chief Investment Officer, Systematic Investments
A history of award-winning research
The Systematic Edge platform is founded on a research-centric process that’s driven by a team of over 69 professionals closely collaborating to deliver target outcomes.
Read our insights
In times when downside risk may lie ahead, a combination of diversifying and defensive equity approaches can potentially improve the probability of achieving positive outcomes.
Megan Miller, head of Systematic Options, is living proof that investment in interns can yield big returns. Read about Megan and her views on the options market in this issue of PM Spotlight.
Insight
Lessons from the Boxing RingWai Lee, co-head of Systematic Research at Allspring, explains how investors can learn from the boxing world to determine the combination of portfolio techniques that fits their needs and may help reduce portfolio risks.
Article
Liquid Alternatives—Why Now?2022 left investors scrambling to preserve capital and find alternative sources of return. Both equities and bonds across the globe suffered in the high inflation and rising interest rate environment. The S&P 500 Index ended the year at -18.1%, the MSCI EAFE Index ended at -14.5%, and the Bloomberg Aggregate Bond (US Agg) Index ended at -13.0%.
