We seek to provide the optimal balance between expected risk and return by appropriately allocating capital to specific asset classes and investment strategies.

 

  • We assess relative valuation, as well as historical and expected returns, volatility, and correlations (co-movement) among asset classes
  • Our asset allocation decisions are supported by sophisticated modeling tools that provide returns-based and holdings-based analyses to determine risk factors relative to applicable benchmarks 
  • We assess long-term capital market assumptions to develop a strategic asset allocation (SAA)
  • We also employ tactical asset allocation (TAA) based on short-term forecasts and adjust portfolio positioning with the objective of capitalizing on disparities between price and value

 
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(502) 625-1005

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