Specialty
GlobalFlex ETF Portfolio
Objective
The GlobalFlex ETF Portfolio is a diversified mix of asset classes utilizing a flexible blend of ETFs. The portfolio provides rebalancing and a focus on return/risk in an effort to outperform a benchmark blend of the S&P 500 (50%) and the Barclays Capital Aggregate Total Return Index (50%).
Investment Approach
- An active and flexible asset allocation approach that allows tactical changes among a variety of ETFs within various asset classes
- Optimize utilization of key asset classes
- Normal rebalancing against tactical targets
- Low cost ETFs may enhance portfolio performance over time
- Focus on risk management
Resources
Strategic Income Plus
Objective
The Strategic Income Plus strategy is a high-quality portfolio structured to achieve excess return with a reduced correlation to traditional, investment grade fixed income alternatives and managed to outperform the benchmark, Barclays Capital Aggregate Index.
Investment Approach
- Flexible approach allows tactical changes among a variety of income producing asset classes
- Optimize income producing asset classes
- Source cheap asset class sectors and individual issues
- Focus on risk management
Resources
Liability Driven Investment (LDI) Strategies
Objective
The Liability Driven Investment strategy is the process of identifying liability streams and matching those streams with incoming cash flows from investment assets that offer a superior risk/reward profile to meet those obligations and is managed to outperform a client specific, custom benchmark.
Investment Approach
- Incorporate a multi-dimensional strategy to maximize total return, while strictly adhering to client specific, liability driven investment guidelines
- Develop core investment positions to immunize the liabilities
- Optimize the portfolio on a yield, duration, convexity and risk-adjusted basis
- Provide a variety of alpha investment strategies in an effort to diversify the opportunity to create excess return
