Multi-Asset Investment Strategies
Better outcomes through elevated investing
The needs of our clients center on three core objectives: growing wealth, preserving value, and generating income. To help achieve these objectives, we developed a research-based, risk-balanced framework to portfolio construction that pursues diversified alpha sourced from top-down tactical asset allocation and bottom-up security selection. Moreover, our proprietary downside risk management tools help manage volatility and reduce the impact of severe market drawdowns.
Multi-Asset Solutions
Unconstrained by asset classes, our Multi-Asset team explores problems through a 360-degree perspective before designing client-centric solutions that aim to be resilient to the fluctuations of economic cycles. Through skillful portfolio design, attentive dynamic allocation, and active management, we can also deliver tailored products and solutions for institutional investors that strive to realize long-term investment outcomes.
We believe in elevating our research and applying this research with specialized insights, leading to continuous innovation. This unified research process drives a consistent approach, ensuring that solutions are relevant and consistent.
Time-tested, performance-proven strategies for diverse client needs
Dedicated, integrated teams designed to provide a superior solution
Explore the latest multi-asset investment insights
The 30th United Nations Conference of the Parties (COP30) is likely to deliver incremental rather than transformative progress, as most countries remain misaligned with the Paris Agreement and net-zero pathways.
Wai Lee’s approach to solving investment challenges is embedded in his three principles of research. It all started with engineering school and a Mercedes-Benz V-6 engine.
*Sources: Allspring and affiliates, as of March 31, 2026. The assets under advisement (AUA) figures includes discretionary and non-discretionary assets and have been adjusted to eliminate any duplication of reporting among assets directed by multiple investment teams and includes $80B managed by Galliard Capital Management ($59B stable value; $21B fixed income).
Diversification does not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
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.
Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.
Debt securities risk: Debt securities are subject to both credit and interest rate risk. Credit risk is the possibility that the issuer or guarantor of a debt security may be unable, or perceived to be unable or unwilling, to pay interest or repay principal when they become due, and credit risk increases as an issuer’s credit quality or financial strength declines. Interest rate risk is the possibility that interest rates will change over time such that when interest rates rise, the value of debt securities tends to fall and the longer the terms of the debt securities held the greater the impact of this risk.
Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.
High yield risk: If a strategy invests in high yield securities (commonly known as junk bonds), these securities are considered speculative and have a much greater risk of default or of not returning principal and their values tend to be more volatile than higher-rated securities with similar maturities.
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 the investment manager’s Form ADV Part 2, which is available upon request.