Multi-asset investment products seem to be everywhere these days; a sign of their current appeal is that the label is being applied to all sorts of products, including a few that two years ago would more likely have been called “core plus fixed income” or “global equity.” We believe the increased interest is a natural response to the low-return environment and investors’ increased focus on specific outcomes such as improving funded status or meeting spending targets.

In this article, we share our beliefs on the evolution of multi-asset investing, the components of an effective investment process, and describe why this approach is becoming more mainstream with institutional investors.

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