We take a partnership investment approach to develop strategies that provide integrated solutions for specific client needs. Our investment strategies blend qualitative insights and interpretations of macro trends with quantitative models, data and analysis to uncover opportunities in the pursuit of customized client outcomes.
Backed by quality research, a robust infrastructure and integrated systems and processes, our investment disciplines include active equity, active fixed income, index, smart beta and multi-asset and multi-factor investing.
Client investment challenges inspire us. Clients drive what we do.
Multi-Asset
Risk Parity
- BENCHMARK
- INCEPTION DATE
- March 2012
Multi-Asset
Trend
- BENCHMARK
- INCEPTION DATE
- April 2014
| Strategy Name arrow_drop_up arrow_drop_down | Benchmark arrow_drop_up arrow_drop_down | Inception arrow_drop_up arrow_drop_down | Asset Class arrow_drop_up arrow_drop_down |
|---|---|---|---|
| Dynamic Growth | January 2004 | Multi-Asset | |
| Dynamic Total Return | January 2006 | Multi-Asset | |
| Risk Parity | January 2012 | Multi-Asset | |
| Risk Parity DRQ | January 2016 | Multi-Asset | |
| Trend | January 2014 | Multi-Asset |