Managed SIngle-Asset Solutions

We offer two different options:

1) Global REACT®

2) Global Select

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 Single-Asset Solutions

Managed Single-Asset Solutions are long-only global equity strategies. They are an extension of the work and / or an outgrowth of the experience acquired at pre-eminent asset management firms: Rothschild & Co Asset Management, Lazard Asset Management, Citigroup Asset Management, and Scudder, Stevens & Clark. 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.

Either strategy can play an important role as a standalone allocation or a compliment to existing holdings. We use these strategies as a component of our Managed Multi-Asset Solutions. 

A proprietary EDGE® (Enhanced Dynamic General Equilibrium*) framework has been introduced for portfolio and risk management processes. The framework provides a common unbiased set of explicit and implicit risks to help determine specific weights for portfolio holdings. The overall objectives of the EDGE framework are:

1)   to ensure consistency and discipline (orthogonal of cognitive biases), and
2)   to promote downside protection over a full market cycle.

*No claim is made to the exclusive right to use “Dynamic General Equilibrium” apart from the mark as shown.