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Portfolio Performance

Strategy overview

We offer nine portfolios to help your clients meet their specific investment objectives. Each portfolio is constructed using a risk management approach that seeks to add value through both dynamic asset allocation and manager research.

Addressing unique risk factors, we offer four stand-alone category portfolios: global equity, global fixed income, real assets, and diversifying strategies.

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We also offer a series of core portfolios. These portfolios offer another level of diversification and oversight with a dedicated portfolio management team. All core portfolios are dynamically managed, actively adjusting to market conditions.

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As an advisor, you may assemble portfolios that allocate to all four category portfolios, or you may elect to supplement an existing portfolio with an allocation to just one category.

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