Brian Causey
Senior Portfolio Manager
The power of an Overlay program: 13 short case studies
June 2024
An Overlay program is a multifaceted portfolio tool that offers a helpful set of solutions for today’s portfolio challenges. Read about these solutions.
Equity index futures vs. total return swaps
November 2022
Seven key factors to consider when determining which synthetic instrument is most appropriate in a given situation. Request today.
Exposure benchmarking
November 2020
3 scenarios demonstrate practical ways to reduce portfolio risk.
Solutions for adjusting real estate exposure
May 2020
Exposure to real estate alternatives is an integral part of a comprehensive asset allocation strategy. Learn more about the options to adjust exposure. Request today.