Asset allocation is responsible for 90% of the variation in portfolio returns. Unfortunately, no single approach to asset allocation is right for all market environments. In addition to short-term cycles of boom to bust and boom again, the market also moves through long term Secular Bull and Bear markets, when deep rooted economic trends can dominate returns for many years, even decades.
It is critical to have the right approach - or combination of approaches - to asset allocation for your goals, risk tolerance and the market environment. Our investment management platform offers four approaches, each with different strengths. They are:
Strategic Asset Allocation
Strategic approaches create a mix of asset classes intended to capture market returns based on long-term capital market projections.
Tactical ConstrainedSM Asset Allocation
Seeks to enhance broad market returns through moderate allocation shifts intended to take advantage of shorter term opportunities or mitigate shorter term risks.
Tactical UnconstrainedSM Asset Allocation
Removes the limits on the extent and frequency of allocation shifts, allowing the portfolio strategist to respond more aggressively to changes in their outlook.
Absolute Return Asset Allocation
Seeks modest returns pursued through highly active, extremely risk-sensitive management that may include alternative strategies.
Additional Investment Services
While these four approaches to asset allocation represent the core of the investment solutions we select from in building your portfolio, we also provide access to additional investment solutions, including alternative strategy mutual funds providing exposure to Managed Futures, which may not be categorized by these asset allocation approaches.
