Strategic and Target Asset Allocation

In our core strategic asset allocation portfolios, we diversify across all major global asset classes, with investments in nearly 12,000 individual companies in over 40 countries including the US, international and emerging markets.  These portfolios address a full range of investment objectives from conservative capital preservation to aggressive growth.

Our target allocation portfolios have been designed to seek superior investment returns in exchange for higher risk, using a more concentrated blend of underlying asset classes compared to our broad-based strategic asset allocation portfolios.

Our emphasis with both approaches has been to build a powerful set of integrated solutions enabling clients to effectively manage risk and gauge the predictability of anticipated returns.  These two strategies involve a more patient approach to investment management versus the “active” approach that typically emphasizes individual stock selection, frequent trading and trying to “beat” the market.  These strategies are also significantly more cost-effective and tax efficient than the active alternative due to lower portfolio turnover and reduced operating expenses.  Our approach results in more investment dollars at work, thus creating a compounding of returns which, in turn, creates the opportunity for significantly higher portfolio values over longer periods of time.

Tactical Asset Allocation