Systematic Edge – Multi-Asset Solutions
The team is underpinned by a consistent investment philosophy and process, which combines its strong heritage in quantitative investing with skillful portfolio design, dynamic allocation, and tactical tilts to achieve client objectives.
Laser focused on investor outcomes
Systematic Edge Investment Solutions team: Combining client goals and constraints into investable portfolios
Transcript
Jonathan Hobbs: For the Investment Solutions team, our main goal is to deliver outcome alpha, or more simply, to deliver performance that's at or above our clients' desired outcome. To do so, we must first undertake a discovery process with our clients, ensuring we have a deep understanding of their goals, as well as constraints. We then translate those parameters into an investable portfolio, marrying design and portfolio management to greatly increase our probability of success. We employ a robust, yet flexible investment process that balances macroeconomic risks for smoother returns across the cycle. Ultimately, we implement our portfolio through sophisticated construction with best-in-class components, tactical asset allocation, and downside risk management. By using this process, we have established a history of delivering the outcome alpha that we seek for our clients.
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.
Explore our latest views
The Fed decided to finally lower its key interest rate, announcing a cut of 50 basis points, to 4.75–5.00%. A cut of at least 25 basis points was widely expected and welcomed.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
Macro Matters provides a concise, comprehensive look at macroeconomic themes that matter to clients.
Fed officials again kept the federal funds rate at 5.25–5.50%. We believe they’ll cut for the first time this cycle in September and then analyze incoming data to inform future rate-cut decisions.
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Fed officials again kept the federal funds rate unchanged at 5.25–5.50%. Our base case is that they won’t cut rates until they see weakening in prices and the labor market, probably not before fall.
