Multi-Asset Strategies
Multi-Asset Strategies and Solutions (MASS)
Stability Through Diversification. Precision Through Insight. Our multi-asset framework prioritizes capital preservation and risk-controlled growth. Leveraging index and alpha-seeking capabilities, we design resilient portfolios tailored to long-term objectives and institutional mandates.
Fundamental Multi-Asset
High-Conviction Portfolios. AI-Enhanced. Research-Led.
Our Multi-Asset strategy integrates macro views and fundamental convictions with proprietary AI to refine asset allocation, detect emerging trends, and manage portfolio risk. We build outcome-focused portfolios that adapt dynamically to changing markets, balancing performance and resilience. Advanced technology and institutional discipline help clients pursue long-term goals with precision and confidence.
Multi-Asset Investing Solutions
🟦 Outsourced Chief Investment Officer (OCIO)
Delegated Expertise. Mission-Aligned Portfolios. We assume full fiduciary responsibility for your portfolio with a tailored approach aligned to your institution’s mission, goals, and mandates. Our OCIO strategy empowers foundations, pension plans, and other institutional clients to access sophisticated portfolio construction and risk management while optimizing internal resources. 🔹 Key focus: Fiduciary delegation, holistic portfolio solutions, bespoke construction. 🔹 Ideal for: Foundations, pensions, and institutions with limited in-house investment infrastructure.
🟩 Global Tactical Asset Allocation (GTAA)
Macro Insight. Tactical Precision. Alpha Diversification. With over 15 years of track record, our GTAA team employs a top-down global macro approach to identify dynamic allocation opportunities across asset classes. The objective is to generate uncorrelated alpha through tactical decisions that respond to shifting global market conditions. 🔹 Key focus: Tactical rotation, macro hedging, opportunistic strategies. 🔹 Ideal for: Investors seeking active diversification and risk-adjusted returns.
🟨 Multi-Alternatives
Alternative Engines. Blended Liquidity. Institutional Edge. We design portfolios that blend liquid and illiquid alternative strategies, leveraging our access to institutional deal flow, advanced technology platforms, and a global network of external managers. This solution offers diversified exposure to non-traditional sources of return. 🔹 Key focus: Private equity, hedge funds, infrastructure, real assets. 🔹 Ideal for: Institutions seeking structural diversification and reduced correlation to public markets.
🟥 LifePath® Strategies
Targeted Retirement Solutions. Time-Tested Approach. With over 30 years of innovation, LifePath® offers lifecycle strategies designed to guide participants from accumulation to retirement. Adaptable to pension plans and defined contribution structures, our solutions balance present financial needs with future retirement objectives. 🔹 Key focus: Target date strategies, customized glide paths, retirement readiness. 🔹 Ideal for: Plan sponsors and retirement-focused funds with long-term horizons.
💼 Interested in how these strategies could enhance your portfolio?
Connect with our team or explore our investor platform for more details.