Global Multi-Strategy

Diversified, global multi-strategy designed to diversify traditional asset class exposures, improving total portfolio return and reducing volatility.
  • Tactical, unconstrained mandate attempts to outperform over full market cycles and manage risk using our proprietary model library.
  • Risk management system allows the portfolio to raise cash in choppy markets or short (via inverse ETFs) during market downturns

Investing in Impact

The Impact Portfolio invests in social impact and sustainability through allocations to funds that target important issues of our time.
  • Purpose-built investment universe focused on important environmental and social themes.
  • Risk-offsetting exposure through core non-ESG holdings designed to generate income and reduce correlation to equities.
  • Volatility-driven security and asset class weighting to manage overall portfolio exposures and risk.

Whole-Portfolio Solutions

Total portfolio solution combining strategic asset allocation and tactical portfolio management.
  • Strategic: Analysis of market valuations and interest rates sets asset allocation targets to equity, fixed income, and alternative portfolio buckets.
  • Tactical: Adaptive strategies to select positions inside each portfolio bucket.
  • Customizable to fit investor risk tolerance

Custom Mandates

We also offer consulting services and custom portfolio mandates, tailored to meet each client's specific needs. Our custom platform is designed to meet the many challenges faced by investors and fiduciares by capitalizing on our team's expertise in portfolio construction, data-driven investment strategy, risk management, and technology.