Managed
Multi-Asset
Solutions
Managed Multi-Asset Solutions
We offer four different options:
1) Capital Preservation
2) Balanced Approach
3) Diversified Perspective
4) Selective Opportunities
The chart above is for illustrative purposes only to show risk - return profiles of the individual investment strategies. These are not our current allocations.
Managed Multi-Asset Solutions
Managed Multi-Asset Solutions seek to meet the specific needs, goals and values of investors, with a range of risk tolerances and asset classes. These customized investment products can be invested in individual holdings as well as in select ETFs, funds, and other alternative asset classes for added diversification and access to a wider range of investment styles.
We utilize our own portfolio construction and risk management tools* for the best bespoke investment solutions crafted around the investor's unique needs and attitude to risk. We believe in active management so our solutions are dynamic, not static.
We draw on our knowledge and experience: (1) to research and identify the best investment opportunities; (2) to find the optimal mix of investments; and (3) to give investors the confidence to pursue their investment goals.
1) Capital Preservation
It seeks to preserve capital and, as a secondary objective, provide capital appreciation. It is for investors who do not want or need to be fully exposed to capital market changes.
2) Balanced Approach
It seeks to provide capital appreciation with moderate volatility. It is for investors seeking to grow the value of their assets who also prioritize limited downside risk and consistency of returns.
3) Diversified Perspective
It seeks to provide moderate growth with moderate volatility. It is for investors seeking to grow the value of their assets who also prioritize consistency of returns and moderate risk.
4) Selective Opportunities
It seeks to provide longer-term capital appreciation with managed tolerance for volatility. It is for investors seeking to grow the value of their assets who also favor more active management to improve the consistency of returns and to moderate risk.
