Seeks to maintain target risk levels while seeking to achieve higher risk-adjusted returns
Multi-asset and multi-factor equity and fixed income exchange-traded funds.
Deep experience in quantitative and fundamental skill sets
Independent experts focused on evaluating capabilities across investment centers
Dedicated team with more than a decade of industry experience on average
The portfolio seeks to achieve higher risk-adjusted returns within predefined levels of risk, over a full market cycle,
through strategic asset class allocations. The portfolio offers broad diversification across asset and sub-asset classes
and investment factors. It also provides a cost-conscious solution with low-cost exchange-traded funds, and fewer holdings
with lower turnover, as well as exposure to tax-exempt income with high credit quality.
Leveraging our expertise in research, asset allocation and portfolio construction to create a more efficient, scalable
Quantitative focus supported by qualitative inputs
Based on proprietary 10-year capital market assumptions
Evaluated with comprehensive qualitative and quantitative metrics
Seeking diversification with a risk-aware approach