Alternative

Dynamic Risk Hedging (DRH) Put Replication Overlay Strategy

Using futures, the strategy is designed to reduce the impact of severe market drawdowns and produce lower volatility than outright equity exposure through a proprietary, systematic, rules-based approach.

Products offered
  • Separate Account
    • DRH Put Replication Overlay 0% to 25%
    • DRH Put Replication Overlay 26% to 50%
    • DRH Put Replication Overlay 51% to 75%
    • DRH Put Replication Overlay 76% to 100%

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.

Investment approach

Laser focused on investor outcomes

A comprehensive range of strategies enables portfolio growth, preservation, and income generation.

The team manages a wide range of multi-asset investment strategies, including absolute return, benchmark-relative, income, overlays, and liquid alternatives.

Expertise in implementing bespoke solutions.

The team works closely with the Solutions team to deliver exceptional, customized solutions that attempt to achieve their clients’ desired outcomes.

A transparent, robust, and efficient process guides portfolio construction.

The team uses an innovative risk-based portfolio construction approach to balance risk across growth, inflation, and interest rates to the greatest extent possible.

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