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,
by accessing strategic asset class allocations mainly through cost-effective exchange-traded funds. The portfolio offers
broad diversification across investment factors, and asset and sub-asset classes, including alternatives. It is also designed
to deliver increased investment flexibility and customization to achieve specific investor outcomes.
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