Helping institutions identify, build, and implement solutions for their clients
Institutional clients have wide-ranging needs for investment and consulting advisory services. We bring a common benefit to every institutional client we work with − an ability to provide forward thinking and execution they can't get elsewhere.
Whether we are sub-advising portfolios based on highly specialized parameters, building custom index-based portfolio strategies, delivering additive research, or executing signal-based trading strategies, we help institutional clients become more competitive, more profitable, and in turn more attractive to the clients they serve.
Capabilities
Tactical Asset Allocation
- Customizable to multiple platforms and investment vehicles
- Short- and medium-term models
Principal Protection
- Leading volatility forecasting model
- Overlay capabilities
- Investment objective is to return principal over a specified time period
Lifetime Income Strategy
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Provides principal protection
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Includes volatility forecasting model
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Continual three year income subportfolio
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Fully liquid
Custom Target Date Modeling
- Provides participants with superior asset allocation from the “inside”
- Adds transparency, in an open architecture
- Allows best of class option to accrue to target funds
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Alternative Strategies
- Option-Enhanced Equity
- Equity Volatility Arbitrage
- Quantitative Long/Short
Defined Contribution Consulting
- Investment lineup adequacy testing
- Risk-based active and static modeling
- Custom target date modeling
- Investment search and monitoring
- Performance reporting
Defined Benefit Consulting
- Active asset allocation
- Asset/liability modeling
- Liability driven investing
- Investment vehicle selection
- Performance monitoring and reporting
- Co-fiduciary role
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