Alternative

Tactical Asset Allocation Overlay Strategy

The strategy strives to manage shorter-term risks and capture value-added opportunities through a proprietary, systematic, tactical asset allocation process that typically focuses on idiosyncratic opportunities driven by biases in investor behavior.

Products offered
  • Separate Account
    • Tactical Asset Allocation (TAA) Overlay - 10% Shift
    • Tactical Asset Allocation (TAA) Overlay - 15% Shift

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.

1 of 3
Our team
Meet the investment team

The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.

View Team
Eddie

Eddie Cheng

Head of International Portfolio Management
Matthias

Matthias Scheiber

Head of Multi-Asset, Systematic Edge
Contact Us

We look forward to helping you with your investment needs

 

More Contact Options