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Proactive Asset Allocation

The Challenge

Institutional investors generally follow a predefined long-term strategic asset allocation as a policy benchmark. Since portfolio returns are primarily driven by asset allocation decisions rather than manager selection, investment results are largely determined by pre-set strategic asset allocation with little value added by investment staff.

Our Solution

Our Proactive Asset Allocation framework, based on decades of market experience and successes, help long-term investors capitalize on asset class (sub-asset classes) level opportunities and dislocations.

 

We first conduct a detailed examination of client portfolios, along with an assessment of the risk vectors embedded within.  We secondly provide on-going  in-depth analysis of the current market environment along with likely possibilities for investment opportunities and market dislocations.  Thirdly, we devise a detailed and customized strategy and implementation plan for the client, covering timing, sizing and instruments. Finally, we help investors monitor and harvest the investments.

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We intend to be patient and only take action in situations of highly asymmetrical risk-reward. The strategies are typically implemented through cash allocations or delta-one derivative overlays.