Multi-Asset

There’s more to diversification than just combining bonds and stocks. A multi-asset fund offers exposure to a broad number of asset classes, often offering a level of diversification typically associated with institutional investing. Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index-tracking funds, financial derivatives as well as alternative investments. This diversity allows portfolio managers to potentially balance risk with reward and seek to deliver steady, long-term returns for investors, particularly in volatile markets.

Approach

Multi-asset portfolios can help investors address complex risk management and investment challenges by combining three critical disciplines of investment management into a single portfolio: strategic asset allocation, tactical asset allocation and manager & strategy research.:

Strategic Asset Allocation

Top-Down

  • Quantitative and fundamental asset class research
  • Long-term capital market expectations

Tactical Asset Allocation

Top-Down / Bottom-Up

  • Quantitative and qualitative asset class and manager research
  • Short-term opportunities and risks (6-12 months)

Manager and Strategy Research

Quantitative

  • Dynamic manager and strategy research
  • Potential alpha sources
  • Review and monitoring

Investment Groups

Main Topics