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Overview
- Overview
- Differentiators
- Insights
- Teams
Overview
Our investment teams create customized solutions designed to meet specific client requirements, including risk tolerance, time horizon, management of concentrated single-stock exposures, philanthropic goals and direct indexing.
Key Differentiators
1
Structure
- Seamless integration of traditional and alternative investment strategies
- Efficient risk allocation
- Customization across multiple dimensions (e.g., asset classes, geographies and vehicle types)
2
Strength
- Thoughtful implementation of tactical and strategic asset allocation decisions
- Open architecture investment selection
- Broad access to public and private markets
3
Strategies
- Flexible implementation solutions
- Combination of value-added active management and low-cost beta sources
- Expertise in tax-minimization strategies
Featured Insights
Our Teams
Led by long-tenured investors, our specialized teams use disciplined processes and strive to provide strong long-term investment results.
| Global Multi-Asset Team |
The Global Multi-Asset team uses a top-down global macro approach to investing tactically across public markets (equities, fixed income, currencies, and commodities) globally, offering a variety of multi-asset strategies. |
| Portfolio Solutions Group |
The Portfolio Solutions Group is a comprehensive multi-asset business, with activity across all asset strategies and types (traditional and alternative), through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private portfolios. Offerings are delivered via a managed portfolio or model, in discretionary or advisory format.
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