Manage exposures & mitigate risk
With market volatility, increased interest rates and inflation, your portfolios are exposed to more risks than ever before.
We work with clients to tackle these issues every day - helping organizations achieve their investment objectives and providing tools to buffer portfolios from market challenges. Here, our specialists share their insights on current challenges as well as ideas on the approaches that could support portfolios for whatever lies ahead.
Transition management
When it comes to portfolio transitions, minutes matter
How much can one market hour of misaligned portfolio exposure impact performance? Find out how much potential money is lost when your overlay manager and transition manager do not reside within the same organization.
- Pension risk transfer: A framework for successful implementation
- Don't let the frame block the complete transition picture
- Best practice for fixed income restructures
- Don't blow your second chance: Managing risk when de-risking
- Stuck between a rock and a hard place? How interim management can help.
- Transitioning fixed income assets in fractured markets
- A tale of two rebalances: Time-tested implementation best practices during market stress
Currency management
Rising rates and currency
Can rising interest rates be a positive for USD-based investors with international assets? Learn how U.S. investors can add value to their portfolios by hedging foreign currency risk.
Overlay services
De-risking implementation: What DB plans should know
As rates rise, many DB plans are seeing improvements in their funded status. Does this make now an optimal time to de-risk? Find out what we believe a best-practices approach to de-risking entails.
- State-of-the-art beta overlay for portable alpha
- Real world overlay solutions in challenging times
- Is an exposure to commodities what you need for portfolio diversification?
- Using overlays to balance the yin and yang of your portfolio
- Liability-driven investing implementation: One size does not fit all
Factor completion strategies
Repurposing a passive allocation with a completion portfolio
We believe that completion portfolios are a powerful tool for investors allocating to multiple active manager strategies. Here's why.
Trading & execution
Are investors paying too much for FX trading? Streamlining trading practices for price enhancement.
How switching to a single trading platform can lead to dramatic cost savings for pension plans and superannuation funds.
CUSTOMIZED PORTFOLIO SOLUTIONS
Gain greater portfolio control, limit costs, reduce risk, and enhance returns
Investment teams face significant pressure – a squeeze on fee budgets, scrutiny of governance approaches, and challenging market conditions – all driving increased demand for agile processes and a need to reach further globally to access new sources of return.
Combine your internal resources with our global implementation services capabilities. Designed to support in-house investment teams, we have a suite of services that can be customized in combination or delivered as discreet solutions to help you tackle your investment challenges.
Take a look into our capabilities and see how we can help you.
NEED HELP?
We'd love to connect.
We work tirelessly to help solve challenges our clients face.
If you have a comment, a question, or need help buffering your portfolios from risk, we invite you to contact us.
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