A Focus on the Long-term
Building durable, long-term portfolios aligned with our clients’ objectives and their appetite for risk is our primary focus.
Our Investment Philosophy
We generally believe well-rounded portfolios should:
- Participate in rising markets while protecting capital when markets decline.
- Be diversified by asset class, style, and geography.
- Integrate private and public assets to enhance portfolio outcomes for eligible investors.
- Incorporate active and passive investment strategies, which can be complementary and improve portfolio efficiency.
Investment Opportunities
The Portfolio Construction team partners with Investment Strategy, Manager Research, Private Investments, and Client Portfolio Management teams to design portfolios that seek to:
- Enhance portfolio outcomes
- Reflect client attributes
- Integrate cost and efficiency
Our Manager Research Group seeks to identify strategies for potential use in client portfolios. The team researches public market investment strategies across all major asset classes along the risk/return spectrum.
Ultimately, we seek to find managers and strategies that offer:
- An identifiable edge
- A repeatable, disciplined process
- A competitive track record
- Attractive risk-adjusted returns
- A thoughtful approach to taxes, fees, and liquidity
Our private investments platform has broad reach and differentiation. Some of what sets us apart includes:
- A strong reputation as an investor of choice
- Size as strength—we are large enough to commit capital at scale
- An experienced team with an expansive relationship network
- Proactive sourcing and disciplined processes
- A diverse investment suite and flexible offerings
By investing across the fixed income spectrum, we build diversified portfolios that can provide you with liquidity and capital preservation, using in-depth analysis and risk management in the pursuit of competitive risk-adjusted returns.
Sustainable Investing
Learn MoreOur Sustainable Investing team offers solutions to align your investment portfolio with your values. We can work with you to implement environmental, social, and governance integration across your portfolio.
Partner with a Trusted Outsourced Chief Investment Officer
If your family or family foundation is faced with complex and time-consuming investment oversight, consider partnering with us as your trusted outsourced chief investment officer (OCIO). We share fiduciary responsibility, which allows your family or foundation to focus on its priorities while we manage your portfolio in pursuit of your investment objectives.
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