Live the outcome
Institutional investors can have complex portfolio challenges and weighty responsibilities: From addressing the retirement needs of employees to achieving real return objectives to meeting portfolio construction challenges like matching 100-year liabilities. And each investor has a unique situation, with particular resources, obligations, preferences, and constraints.
Our Systematic Edge - Multi-Asset Solutions team takes an integrated, discovery-based approach to guiding our clients to the insights that help them clarify their objectives and define the outcome. We are then able to present potential solutions to help them achieve what matters most.
The journey map
We bring an open-minded approach to the Multi-Asset Solutions journey map — observing trends through our clients’ eyes and recognizing that each client has different needs and objectives. Our team of experts partners with you to:
- Fully understand your situation and needs
- Explore and define the specific challenges you and your stakeholders face
- Paint a 360-degree picture of the ways those challenges might influence your desired outcomes and investment objectives
- Draw on all of our investment acumen to develop comprehensive portfolio solutions tailored to your needs
- Map out implementation of solutions we create together
Our Systematic Edge - Multi-Asset Solutions team can bring a breadth and depth of resources to serve you, including:
- Investment approaches such as absolute return, total return, balanced funds, alternative risk premia, and risk hedging
- Diverse perspectives to provide the creativity needed to create innovative, effective, and targeted solutions
- Dynamic portfolio analytics incorporating macroeconomic inputs
- Ongoing research and evidence-based testing to simulate different options and solutions
- Specialized investment teams spanning passive, factor-based, and active disciplines
Your team of experts
We like to solve problems. Our team of dedicated and experienced multi-asset solutions leaders welcome the opportunity to work with you to explore solutions for your portfolio challenges. Contact us, or learn more about our Systematic Edge - Multi-Asset Solutions team..